---
title: "Control your customer experience with new Customer Portal improvements that enhance branding, data visibility, and payment workflows"
slug: "control-your-customer-experience-with-new-customer-portal-improvements"
tags: ["Area - Release Notes", "Role - All users", "Type - Commercial", "Type - Residential", "Focus - Construction", "Focus - Service Replacement"]
updated: 2026-07-11T17:31:05Z
published: 2026-07-11T17:31:05Z
canonical: "help.servicetitan.com/control-your-customer-experience-with-new-customer-portal-improvements"
stale: true
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Control your customer experience with new Customer Portal improvements that enhance branding, data visibility, and payment workflows

ServiceTitan includes several improvements to the Customer Portal to give you more control over the information you share. These changes help you manage your brand and provide a better experience for customers.

### What's changing?

We've introduced several enhancements, including:

- **Show work order templates:** You can show work order documents in the job history. This provides more details about the work performed beyond the invoice summary.
- **Set a portal start date:** You can hide older records by choosing a specific start date. This keeps the view focused on recent activity and hides older data.
- **Improve branding:** The company logo is now larger and more visible in the header. This supports more logo formats and improves brand clarity.
- **Share on-hold reasons:** You can show the reason why an appointment is on hold and add comments for clarity.
- **Manage document visibility:** You can hide service agreement documents if they are not meant for customers to see.
- **Accurate job counts:** Job tab numbers now update to match the filters a person selects.
- **Direct link payments:** If you pay through invoice links see a prompt to optionally sign in to use saved payment methods. This step can be skipped if desired.
- **Hide job tabs:** ServiceTitan hides scheduled or completed job tabs when you filter those statuses out. Previously only other status tabs dropped off when filtered out.
- **Control access levels:** ServiceTitan hides billing tabs and messages if you don't have the right access permissions. Previously the data was hidden but empty tabs would remain visible.
- **Restrict membership access:** ServiceTitan hides membership information when you have no access.
- **Remove service agreement sections:** ServiceTitan ensures all related sections are removed from view when Service Agreement content is turned off. Previously the dashboard section for unsigned agreements was still visible.
- **Filter service agreements:** The location filter for service agreement records now works correctly to show only relevant agreements.
- **Clean task views:** ServiceTitan removed unnecessary error messages for employees with limited access to the tasks page.

### Resources

- [Set up and customize the New Customer Portal](/v1/docs/set-up-and-customize-the-new-customer-portal)

### Who uses this feature

- Commercial Service and Replacement
- Administrators, Managers, Customer Service Representatives (CSRs), Dispatchers
- Region availability: All regions

### How to Prepare?

1. If you're not already using the new Customer Portal, contact your CSM to have the New Customer Portal experience configured for your account.
2. Confirm your portal start date to decide how much historical data you want to show.
3. Identify which work order templates or SA documents should be visible to customers and adjust your settings.
4. Align your office workflows to ensure on-hold reasons are written clearly since customers may see them.
5. Train your staff on the new visibility rules for billing and membership information.
6. Confirm that your company logo looks correct in the new larger header format.

A self-service web portal where customers can view job history, request service, make payments, and communicate with the business.

**What it does:** Reduces inbound call volume and improves customer satisfaction by giving homeowners 24/7 access to their service records.

**Also called:** Customer self-service, Online portal

**Tags:** Core

[See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)