The Customer Web Portal enables each of your customers to set up their own Field Service CRM account, where they can view and approve estimates, send notes, schedule jobs, and make online payments. ???? links? This portal can be included as an add-on with your Field Service CRM subscription.
Once your account has the Customer Web Portal add-on, you can control which customers have access to the portal, and what types of information they can view or edit.
To set up portal access for a customer, the customer must already be created in the system. To find that customer, open your Customers page and find the customer on your list, or use the Smart Search field. Click any of the customer’s fields to open the customer’s page.
Scroll down past the customer’s contact details, to find the Web Portal Login section. First, enable the slider to allow access. You can optionally also turn on permission for the customer to edit their own contact data. Under Primary Email is the email listed for the customer. (You can change this email if needed, by clicking the three-dot icon at the top right of the Web Portal Login section.)
Click the “Send an email” link.
Once the customer receives the welcome email for the portal, they can create an account, and set up a password.
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