What your customers see?
The customer portal currently consists of three section
Quotes
All existing quotes for your customer will show up in the quotes list, excluding quotes that are draft and draft completed
customers can go into a quote and view quote details including costs, any notes or messages from you and quote description using the "view" button
customers can also accept or reject quotes from within the portal once they have been marked as sent
Jobs
All existing jobs for your customer will show up in the jobs list
customers can go into a job and view job details, files, communications and costs
Invoices
A list of all of the customers invoices can be seen by going to the invoice tab within the portal. They can then go into an existing invoice and view details
you can process a payment for the invoice if you have Stripe payments enabled
Requests
Your customers can request new quotes or new jobs easily from within the portal cutting valuable data entry time. The requests will come through to your console as the status "Requested" so that you know they have been created through the Customer Portal. You can then progress them to the next stage
Filtering
customers have the ability to filter the through their jobs, quotes and invoices by using the filters dropdown
They can also click on the main status buttons if they just wish to filter by a particular status
