Before you start
- You have a customer portal account.
Where things are
On a phone the bottom bar has Home, Quotes, Invoices, Requests, and Messages; More holds Payments, Agreements, History, Refunds, Notifications, and Profile. On a computer the same items are in the left menu.
Page by page
- Home — your next scheduled visit with the arrival window, balance due, your locations, and quick actions.
- History — every completed visit with date, crew, services, notes the crew left for you, and before/after photos.
- Invoices — open, paid, partially paid, and voided invoices; each has Pay, Download PDF, and its payment history including refunds and applied credits.
- Refunds — money returned to you, with the invoice it came from and the date.
- Quotes — pending quotes to approve, and approved ones with the signature record.
- Agreements — recurring service plans to review or sign, their schedule and billing, and a request button for changes, pauses, or cancellation.
- Locations — every property your provider services for you.
- Messages — two-way chat with the business, attached to your account so nothing is lost.
- Notifications — choose Email or Text for each kind of update (booking, reminders, on-the-way, invoices, payment reminders) and the Autopay switch.
- Profile — your contact details and password.
Need a statement?
Ask your provider for an account statement; they can send a PDF covering any date range with every invoice, payment, and your balance.
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