Communications: Setting Up the Customer Portal

Once logged in, your clients have access to a dashboard where they can:

• Pay Invoices: View outstanding balances and pay via Credit Card, Apple Pay, or Google Pay (via Stripe).

• Book Appointments: Request new service for specific properties without picking up the phone.

• View History: See all past jobs, invoices, and payment receipts.

• Manage Properties: Add new service locations or update access instructions for existing ones.

The portal automatically inherits your company’s branding to look professional and trustworthy.

2. Upload Logo: Ensure you have a high-quality version of your logo uploaded. This will appear at the top of the portal login page and dashboard.

3. Company Info: Verify your phone number, email, and address are correct, as these appear in the portal footer for clients who need to contact you.

4. Domain: If you have configured a custom domain (e.g., app.yourcompany.com) in your project settings, the portal will be accessible there. Otherwise, it uses your default Crew Ops Pro URL.

Clients cannot sign up themselves; they must be invited or sent a link associated with their profile to ensure security.

Method A: Individual Invite (From Client Profile)

2. Look for the "Portal Access" or "Quick Actions" section.

3. Click "Copy Portal Link".

4. You can now paste this link into a text message or email manually.

5. Alternatively, click "Send Invite" (if available) to trigger an automated system email with their unique login link.

Method B: Automated Links in Emails

You can ensure every email you send contains a link to the portal.

2. Edit your templates (e.g., "Estimate Sent", "Invoice Created").

3. Insert the variable {{client_portal_url}} or {{portal_link}} into the body text.

• Example: "Click here to view and pay your invoice: {{client_portal_url}}"

4. When the email sends, this code automatically turns into a unique clickable link for that specific customer.

When a client requests service through the portal, it doesn't mess up your schedule. It puts the control in your hands.

2. The Notification: You receive a "New Lead" or "Booking Request" notification on your dashboard.

3. The Approval:

• Navigate to Leads/Requests.    
• Review the requested time against your schedule.   
• Click "Convert to Job" to approve it, or contact the client to suggest a different time.

• Check Email: Ensure the email address in their Client Profile matches the one they are trying to use.

• Spam Folder: Ask them to check their spam folder for the login email."My client can't see their property."

• Go to the Client Profile in your admin dashboard.

• Click the Properties tab.

• Ensure the property is correctly listed under their account. If it was created under a duplicate client profile, you may need to merge them.