What customers see
Their vehicles and service history, upcoming appointments, jobs in the shop with their status, estimates they can review and answer, invoices with a PDF download, inspection reports you've shared, and upcoming reminders. It carries your shop's logo and colors and is designed to work on a phone.
Send a link
Open the customer and use the Customer portal card.
- Select Email portal link to send it to the address on file, or Create link to copy to copy a new link and text it yourself. A copied link is shown only once.
- Links expire after 30 days and only the latest five stay active.
- Select Revoke all links on the same card if a customer loses their phone or asks you to. Users with the Read only role can see the card but not change links.
Customers can ask for their own link
Customers can request a fresh link on your shop's portal page, or from the Email me a new link button on an expired link. It is only ever emailed to the address you have on file, requests are limited per hour, and the page never reveals whether an email belongs to a customer.
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