Pool Brain

Video walkthrough of the Pool Brain customer portal

Customer Portal Overview (video)

Choose what your customers can see and do in the customer portal by setting permissions properly

Control What Customers Can See

Learn how customers register for and log into the customer portal.

How Customers Access The Portal

Customers save payment methods on file, manage auto-pay, or pay invoices directly in the customer portal

Manage Payment Methods & Auto-Pay In Customer Portal

Customers can send your office a message directly from the customer portal

"Contact Us" Option In The Customer Portal

Customers can view and take action on quotes in the customer portal

Manage Quotes in the Portal

Customers can view their invoice, payment, and refund history in the customer portal

View Billing History In The Portal

Customers can view history and leave feedback on jobs and route stops in the customer portal

View Jobs & Route Stops In The Portal

Customers can view and switch between multiple properties easily

Manage Multiple Properties From One Login

Nicole Pastorino

Customers can login 24/7 to view their job history/pics

Customer Portal

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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