What the homeowner can do in the portal

This guide walks through it from their side, so you can talk a homeowner through it.

Signing in

The homeowner opens the link in their invitation, picks Phone or Email, enters the one they were invited with and presses Send Code. They type the 6-digit code they receive and press Verify & Sign In. A number or email that was not invited, or whose access was turned off, gets no code and no error, so a homeowner waiting for a code that never comes is almost always using a different phone or email from the one on the invitation; check the Customer Portal card on the project, which shows both.

Their projects

After signing in they see each of their projects with you, and open one to see its tabs. Which tabs appear is set for your whole account under Portal Features in the Customer Portal settings (Settings › Customer Portal):

• Details: always there. The job number, address and current stage, their project manager once one is assigned, upcoming appointments when the calendar feature is on, and the insurance claim details when that feature is on.
• Estimate: appears once an estimate has been sent to them.
• Calendar, Photos, Docs and Messages: each appears when its feature is on. Photos come from the photo folders your account shares with the portal, and documents are the ones shared or sent to them. A message they send lands with the project for your team to answer.
• Payments: appears when the balance is shared with them and your account takes online payments. They see the balance due, the payments already made with a receipt for each, and a form to pay.

Updates and settings

Notifications lists updates about their job, such as a stage change, a new appointment or a document to review. Under Settings they choose the portal language and, row by row, whether each kind of update reaches them by email, by text, or both.