The Customer Portal gives your customers a single, organized place to view everything they have with your company, without needing a username or password. Instead of searching through multiple emails, customers can access all of their information from one simple portal.

What Is the Customer Portal?

The Customer Portal is a customer-facing view that brings together all properties, projects, appointments, bids, invoices, and selected photos tied to a customer record.

Customers can access the portal from any email you send them. As long as they can locate one email, they can see everything associated with their account.

The portal is built at the customer level, meaning customers will see information across all of their properties and projects in one place.

Turning the Customer Portal On or Off

You decide whether a customer has access to the portal.

From the Customer Intake Form

• At the very bottom of the Customer Intake Form, there is a checkbox to enable or disable the Customer Portal
• This allows you to control portal access at the time the customer is created

From an Existing Customer Record

• Open the customer record
• You can enable or disable the Customer Portal at any time
• When enabled, you can also click View Portal to see exactly what the customer sees

Nothing is changed automatically—your existing process stays intact until you choose to turn the portal on.

Note: If you enable the customer portal and later disable it, customers will lose access when they click the portal link.

This feature is enabled, and checking the box to create a portal for all new customers by default. However, you can uncheck the box if you do not want the portal created. In addition, you can update your default settings to always start with the box unchecked. You can also update your settings to remove the invoice portion of the portal for those not using CA invoicing. These settings are located in your Company Profile, under the Company Settings in the Project Section. You can follow the instructions in the video below.

How Customers Access the Portal

Customers do not need to create an account or remember a password.

Customers can access the portal by:

• Opening any email they have received from your company
• Clicking the Portal button or link within that email

This removes friction and makes it easy for customers to find their information quickly.

What Customers See in the Portal

Overview Page

The portal opens to an Overview page that highlights important items that need attention, including:

• Upcoming appointments
• Open bids
• Unpaid invoices
• Designated photos you have chosen to share
• Accepted or closed bids, past appointments, paid invoices, and other history. 

This gives customers a clear snapshot of what’s coming up and what may require action.

Navigation and Full History

At the top of the portal, customers can use the navigation menu to view:

• All appointments
• All invoices
• All bids
• Other related records

These views include all items, regardless of status (past, upcoming, paid, unpaid, accepted, or open).

Because the portal is customer-level, customers will see information for all properties, projects, and bids associated with them.

Bids and Invoices in the Portal

Bids

• Customers can view bids directly in the portal
• Customers can accept bids after clicking to open the page. 

Invoices

• Customers can view invoices at any time
• If you are using Contractor Accelerator Payments, customers can click to pay invoices directly from the invoice. 

Files, Photos, and Visibility Controls

You control which files and photos customers can see.

Project Overview Page

• Uploaded files can be marked as Internal Only or Visible to Customer
• Only files marked as visible will appear in the Customer Portal

Photo Descriptions

• You can add descriptions to photos
• These descriptions will be visible to customers in the portal, providing helpful context

This allows you to share progress, documentation, or final results while keeping internal files private.

Company and Salesperson Information

The Customer Portal also includes:

• Your company contact information
• Assigned salesperson contact details

This makes it easy for customers to know who to contact without searching through old emails.

Customer Bid Acceptance Experience

When a customer accepts a bid through Customer Portal, they are guided through a streamlined workflow designed to reduce clicks and make it easier to move from bid review to project approval.

Standard Customer Flow

Customers may see some or all of the following steps depending on your company's settings and enabled integrations.

Step 1: Review the Bid

The customer opens the bid and reviews it directly within Customer Portal.

Unlike the previous process, customers no longer need to download the bid PDF and switch between multiple screens to continue.

Step 2: Review Acknowledgements (Optional)

If acknowledgements have been configured on the bid, the customer will be prompted to review and accept them before proceeding.

If no acknowledgements are configured, this step is skipped automatically.

Step 3: Sign the Agreement

The customer signs the bid agreement electronically.

Step 4: View First Invoice (Optional)

If invoice visibility is enabled in Customer Portal and a first invoice has been generated, the customer will be presented with the invoice after signing.

If invoice visibility is disabled, this step is skipped.

Step 5: Payment and Financing Options (Optional)

Depending on the integrations enabled for your company, customers may be presented with one or more payment options.

Available options may include:

• Credit Card payment through CA Payments
• ACH payment through CA Payments
• Wisetack financing application

If these integrations are not enabled, this step will not be displayed.

What Changes Based on Your Settings?

The Customer Portal experience adapts automatically based on your configuration.

If Acknowledgements Are Enabled

Customers will be required to review and accept acknowledgements before signing.

If Acknowledgements Are Not Enabled

The acknowledgement step is skipped and customers proceed directly to signing.

If Invoice Visibility Is Enabled

Customers can view invoices within Customer Portal and may be prompted to pay after bid acceptance.

If Invoice Visibility Is Disabled

Customers will not see invoices within Customer Portal.

Invoice visibility can be controlled under:

Company Profile > Config & Tools > Customer Portal

If CA Payments Is Enabled

Customers can pay using:

• Credit Card
• ACH

If Wisetack Is Enabled

Customers can apply for financing directly from the acceptance workflow.

If Both CA Payments and Wisetack Are Enabled

Customers will be presented with both payment and financing options and can choose the option that best fits their needs.

Bid Decline Feedback

Customers who choose to decline a bid through the Customer Portal can now provide feedback regarding their decision.

Customers may:

• Select a decline reason
• Enter additional comments

This information is provided to your team and can help identify common objections, improve sales conversations, and better understand lost opportunities.

Key Benefits of the Customer Portal

• Fewer customer questions about invoices, appointments, and bids
• No passwords or logins required
• One centralized view for customers with multiple properties or projects
• Full control over when and how you use it

The Customer Portal is designed to improve the customer experience while preserving your existing workflow.