Customer Portal

Help customers sign in, approve quotes, pay invoices, manage autopay, and request service.

7 articles4 topicsCustomer

Common tasks in this section

Sign in to the portal Pay an invoice Approve a quote Save a card / autopay Sign a service agreement Request service Visits, invoices, messages

Popular in this section

PaymentsCustomer

Pay an invoice

Open the invoice from the email or text and pay by card, bank (ACH), Apple Pay, or Google Pay. No account needed. Pay part, add a tip, or save a card for autopay.

Portal AccessCustomer

Sign in to the customer portal

Three ways in: the invite from your provider, the access link, or email or phone plus password at app.zentive.io/customer-portal/sign-in. What the portal shows once you are in.

QuotingCustomer

Approve a quote

Open the quote from the email or text, pick an option if there are several, sign by typing or drawing, and press Approve quote. Or decline, or ask for changes.

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Payments

2 articles

Pay an invoiceOpen the invoice from the email or text and pay by card, bank (ACH), Apple Pay, or Google Pay. No account needed. Pay part, add a tip, or save a card for autopay.Save a card, change it, or turn autopay on or offManage saved cards, your billing address, and the autopay switch from Portal → Payments, or save a card while paying an invoice.

Portal Access

3 articles

Sign in to the customer portalThree ways in: the invite from your provider, the access link, or email or phone plus password at app.zentive.io/customer-portal/sign-in. What the portal shows once you are in.Request serviceAsk your provider for a new visit or a change from the portal’s Request Service page, or from their public request form (link, website, or QR code) if you have no account.See your visits, invoices, agreements, and messagesWhere past visits, photos, notes, invoices, receipts, refunds, agreements, locations, and chat with your provider live in the customer portal.

Quoting

1 article

Approve a quoteOpen the quote from the email or text, pick an option if there are several, sign by typing or drawing, and press Approve quote. Or decline, or ask for changes.

Service Agreements

1 article

Review and sign a service agreementOpen the agreement from the email, read the services, visit schedule, price, and billing terms, then sign online. Manage it later from the portal's Agreements page.

Best place to start

Start 1Payments

Pay an invoice

Open the invoice from the email or text and pay by card, bank (ACH), Apple Pay, or Google Pay. No account needed. Pay part, add a tip, or save a card for autopay.

Start 2Portal Access

Sign in to the customer portal

Three ways in: the invite from your provider, the access link, or email or phone plus password at app.zentive.io/customer-portal/sign-in. What the portal shows once you are in.

How to use this section well

Customers can pay from the emailed link without a portal account; a portal account adds saved cards, autopay, and history.

Use task-based articles first, then reference articles after the workflow is moving.
Share specific article links with crews or customers instead of sending them to the homepage.
Contact support if the live UI does not match the documented path.

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