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.

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
​🔗 Control What Customers Can See
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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 Access The Portal
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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.
​🔗 View Jobs & Route Stops in the Portal
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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.
​🔗Manage Quotes in the Portal
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5. Billing
Customers can view invoice and payment history, pay outstanding invoices, save payment methods, and set up auto-pay.
​🔗 View Billing History in the Portal
🔗 Manage Payment Methods & Auto-Pay in Customer Portal
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6. Contact Us
Customers can send your office a message directly from the portal at any time.
​🔗"Contact Us" Option in the Customer Portal
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7. Multiple Properties & Accounts
Customers with multiple properties or accounts under the same billing email can easily switch between them.
​🔗Manage Multiple Properties From One Login

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