Help customers pay, approve, and request service from their phone.
These are the quickest customer-facing articles to send when someone needs help fast.
Best customer links to send first
Step 1Customer
Log in to the customer portal
Start here when a customer needs help getting into the portal from their phone.
Step 2Customer
Customer pays an invoice
Send this when a customer needs to open an invoice and submit payment.
Step 3Customer
Approve a quote
Use this when a customer needs to review and accept an estimate.
Step 4Customer
Update payment method
Help customers change the card or payment details attached to their account.
Step 5Customer
Request service
Walk customers through submitting a service request inside the portal.
When to send these articles
- Customer cannot get into the portal
- Customer wants to pay or update card details
- Customer needs to approve work or request new service
Most common customer tasks
Still need help?
Contact Zentive support
Include your business name, account email, what you were trying to do, what happened instead, and a screenshot if possible. For billing, sync, or login issues, include the exact error message if shown.
Replies by emailLogin, billing, sync, and setup help
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