[PU-001] Customer Portal

# [PU-001] Customer Portal

What is it?

Stop fielding phone calls from customers asking "where's my technician?" The Customer Portal gives your customers their own self-service hub where they can track work orders, approve quotes, and view invoices — all without calling your office. It's like giving every customer a window into the work you're doing for them, available 24/7.

How it Helps Your Business

Field Techs: Fewer interruptions from customers calling to ask about arrival times or job status — the portal answers those questions automatically.
Office Staff: Dramatically reduces incoming phone calls and emails asking for updates, freeing up your team to focus on scheduling and coordination.
Managers: Builds a more professional image for your company and improves customer satisfaction scores without adding headcount.
Customers: They get instant access to their work orders, quotes, and invoices anytime they want — no waiting on hold or sending emails.

Essential Details

Key Capabilities

Real-time work order tracking so customers always know the status of their job
Online quote approval — customers can accept or decline quotes with one click
Invoice viewing and download directly from the portal
Branded portal experience that matches your company's look and feel
Secure login for each customer with access only to their own records

Getting Started

To enable the Customer Portal, go to Settings → Marketplace in your Out-Smart back office. Find the Customer Portal Power-Up and click Activate. Once activated, you can configure your portal's branding and invite customers to create their accounts. No other Power-Ups are required, but it works beautifully alongside Quotations and Invoicing.

Related Features

[Quotations](quotations.md) — Let customers approve quotes directly through the portal
[Invoicing](invoicing.md) — Customers can view and download their invoices online
[CRM Plus](crm-plus.md) — Enhanced customer profiles that power a richer portal experience