Using the Client Portal

Once your client logs in to their Client Portal account, they will have several options for what to do next. Some of these options described in this article depend on the applicable settings being enabled for the Client Portal. Your clients' experience may differ slightly from what is described here.

After logging in, the client will be taken to their home page:

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In the navigation bar at the top, they will see the Client Portal Display Name (as entered in the Client Portal Settings), different tabs they can access (described below), a contact menu containing the company email and phone number, any enabled social media widgets, and the option to log out. 

If the user has Related Properties with your company, they can use the dropdown list to view information for different properties:

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If the user only has one Account with you, the dropdown list will appear gray as in the screenshot. 

Also on the home screen, users will see a list of past due Invoices along with an option to Pay Now and a list of Services with the option to view more details. If View Open Tickets is enabled, an "Open Tickets" panel will display on the home page as well. In the lower right corner, a small green icon will appear if your Client Portal is set to allow clients to submit a Ticket. When clicked, the Open a Ticket dialog will open:

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The user will only need to select a Ticket Category and enter less than 500 characters of text to open a Ticket. Optionally, click the paper clip icon to add attachments such as photos. The Ticket will automatically be assigned to the Account and will be assigned to a Resource per the Client Portal Settings.

 

The "Billing" Tab

From the "Billing" tab, users can have several options for additional billing actions:

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By default, all outstanding Invoices will be checked so they can be paid by making a single Payment. Unpaid Invoices will appear in a list which can be searched by Invoice Number, date, or amount. To make a Payment, you can Select All Unpaid or click individual Invoice cards that you want to pay:

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To pay the selected Invoices, click the green Pay button at the top of the table. Paying an Invoice will open a screen to confirm the Payment Method and make the actual Payment. 

If selected in the Client Portal Settings, users will also have the option to make Prepayment by clicking the blue Make a Prepayment link next to the green Pay button. Prepayments will not auto-apply to any existing Invoices or scheduled services.

From the "Billing" tab, users can also view PDFs of each individual outstanding Invoice, view a list of previous Payments and Credits along with the Invoices they are attached to, add a credit card to remain on file, and see whether or not they are enrolled in Autopay.

 

The "Services" Tab

The "Services" tab will show the user currently scheduled jobs, past service history, and jobs that are on their Account but not yet scheduled:

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The Services listed at the right have been added to the Account but are not yet scheduled. When they have been moved from the Waiting List to the Dispatch Board, they will move to the left side of the screen. If Tickets are enabled, users can click a card to submit a Ticket related to the Visit:

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Users will need to select a Ticket category and enter text before clicking Submit Ticket. Additionally, click the paperclip icon to add attachments to the Ticket. 

 

The "Tickets" Tab

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The screenshot above displays what a user will see assuming the Client Portal has been set to see both open and closed Tickets. Open Tickets will be displayed at the top and closed Tickets in the list below. Users can also open a new Ticket with the Open a Ticket button in the upper-right corner.

 

The "Account" Tab

The "Account" tab will show the user a selection of current information about their account:

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This the tab a client would need to access to update their autopay setting. This is also the area where a user can update their username, password, security questions, email, or phone numbers. The "Additional Information" panel will display the email and phone numbers on file as well as any Custom Fields that have been selected for display in the Client Portal Settings. Users will be able to modify any Custom Field values that display. 

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