This video quickly covers how customers access the customer portal and what they can do once they log in - including viewing job history, managing quotes, handling billing, and contacting your office.
What's Covered
1. How Customer Access the Customer Portal
Before customers can access the portal, set up your custom subdomain and configure your customer portal permissions on the Settings page in Pool Brain.
🔗 Customer Portal - Settings
🔗 Customer Portal Permission Settings
2. Customer Registration & Login
Customers register on their own using the billing contact email on file - no invite needed. They log in any time using your company's unique portal link.
🔗 How Customers Register & Log In to the Customer Portal
3. Jobs
Customers can view their full service history, including completed jobs and route stops, technician details, chemical readings, and photos. They can also leave feedback directly on a job.
🔗 How Customers View Jobs and Route Stops in the Customer Portal
4. Quotes
Customers can view open quotes awaiting their approval, review previously approved or denied quotes, approve or deny with a single click, and ask questions.
🔗 How Customers View and Manage Quotes in the Customer Portal
5. Billing
Customers can view invoice and payment history, pay outstanding invoices, save payment methods, and set up auto-pay.
🔗 How Customers View Billing History in the Customer Portal
🔗 How Customers Manage Payments in the Customer Portal
6. Contact Us
Customers can send your office a message directly from the portal at any time.
🔗 How Customers Can Contact You Through the Customer Portal
7. Multiple Properties & Accounts
Customers with multiple properties or accounts under the same billing email can easily switch between them.
🔗 How to View Multiple Customer Profiles and Properties in the Customer Portal