Portal 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.

CustomerCustomer Portal2 minutesUpdated Sep 23, 2026Current instructions
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Before you start

  • Your service provider uses Zentive and has your email or mobile number on file.

What you'll do

You do not need a portal account to pay an invoice or approve a quote from the link you were sent. Sign in when you want everything in one place: past and open invoices, saved cards and autopay, agreements, service history, messages, and new requests.

Silent screen recording on the demo business. Pause any time; the steps below match it.

First time: set up access

  1. 1

    From the invite

    Your provider sends a portal invite by email or text. Tap the link, set a password, and you land on your portal home. The invite link expires; ask for a new one if it says expired.

  2. 2

    From the access page

    Go to app.zentive.io/customer-portal/access and choose Can't access your account? Enter the email or phone your provider has on file and Zentive emails or texts you a secure sign-in link.

Customer portal access

Every time after that

  1. 1

    Open app.zentive.io/customer-portal/sign-in

    Choose Login with Email or Login with Phone, enter your password, tick Remember Me on your own device, and press Sign In. Forgot Password? sends a reset link.

  2. 2

    Business user by mistake?

    Owners and office staff use the Business Sign In button instead; crews use app.zentive.io/crew/sign-in. Signing in with the wrong type shows a session-conflict page with a link to the right one.

  3. 3

    More than one provider?

    If two businesses invited you with the same email, you choose which one to open after signing in.

What you'll see inside

  • Home — next visit, balance due, your locations, and quick actions (pay, approve, request).
  • Quotes and Invoices — everything sent to you with approve and pay buttons; voided invoices and refunds are shown too.
  • Payments — saved cards, billing address, and the autopay switch.
  • Agreements, History, Locations — recurring plans to review or sign, past visits with photos and notes, your properties.
  • Messages and Notifications — chat with the business, and choose email or text per kind of update.
  • The portal shows your provider's name, logo, and colors.
Your portal home
On a phone

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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.

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