The new Customer Portal is now generally available to everyone. It gives your customers a modern self-service portal to manage payments, estimates, appointments, equipment, and more, all from one place.
What’s changing with the New Customer Portal?
Before, your customers could only pay invoices online. To get information about past jobs, upcoming visits, estimates, or equipment, they had to call the office or search through emails. Now, the Customer Portal gives access to past and upcoming work, service agreements, estimates, invoices, and equipment history. Office employees can manage portal users and permissions by location. The portal also includes updated online payment and estimate links with a more modern layout.
Before and After
Before (Current)
Customers receive emailed invoices or estimates.
If they lose the link, they have to call the office.
Customers can’t check appointments, signed documents, or equipment.
Office employees can’t manage portal access or see who has access.
Only basic payment functions are available.
Impact: You spend more time on the phone helping customers find details.
After
Customers sign in to the new portal using a secure link.
They can view appointments, service history, estimates, and equipment.
They can pay invoices and sign documents from one place.
Office employees can manage who has portal access by location.
Online payment and estimate links use the new layout.
Impact: Customers help themselves, and your office spends less time answering repeat questions.
Who uses this feature
Commercial Service and Replacement
Administrators, office employees
Region availability: All regions
How it works for your industry
Commercial Service and Replacement
A customer signs in to view and sign multiple estimates for open jobs, saving the office follow-up calls.
A facility manager sees equipment history before approving a repair.
An office employee invites a property manager to the portal with access limited to their location.
How to Prepare
Confirm you have the new Customer Portal feature enabled. If you’re still using the old version, contact Technical Support to initiate the upgrade.
Train office employees on managing portal access in Settings > Communications > Customer Portal.
Identify which customers should receive access first.
Align customer onboarding workflows with portal features like invoice payments and estimate and service agreement signing.