Overview
With Customer Portal, you can have a secure payment process and effectively manage credit cards. It enhances the decision-making process and allows you to select which saved payment method to use.
Who uses this feature
Administrators
This feature is currently in closed beta and is subject to change. For more information, contact your success or implementation manager.
Things to know
Make sure you have set up Customer Portal. For more on how to do this, see Customer Portal.
Set up Customer Portal
To enable Customer Portal:
In ServiceTitan, go to Settings
. In the side panel, click Invoicing > Online Payments.
Enable online payments. For more, see Guide to Online Payments.
Log in to the Customer Portal.
Enter your email and password.
Click Login.
If you don’t have an account, see Customer Portal.
Create an account Customer Portal
Create a customer through the Call Booking screen using your email. For more on how to do this, see Add a new customer.
Go to the Customer Portal environment.
On the login page, click Request an invitation.
Check your email and verify your account.
After logging in, you can see your balance and service history. To add a credit card, click Saved Payment Methods.
Add a credit card
In Customer Portal, click Add Payment Method.
In the Add New Card pop-up that opens, fill out your credit card information and select whether this card is going to be your primary card.
When you’re done, click Add Card.
Note: By default, primary cards are used when you pay invoices.
The new card appears in the list of credit cards.
If you want to set a card as primary, click Set as Primary, if you want to delete the card, click Delete.
View credit cards in ServiceTitan
Credit cards added through Customer Portal appear on the customer record in ServiceTitan.
To view saved credit cards:
Search for and open the customer record.
Go to the Payment Methods section and click View History to see changes to the customer’s payment methods.
Want to learn more?
Visit ServiceTitan Academy and enroll in Customer Portal Basics