The Customer Portal is the customer-facing area in PortaPro where customers can view job activity, approve quotes, and pay invoices. It works after your team creates and manages records in Jobs, Dispatch, and Billing. Customers can complete common account actions without calling office staff.
When to Use This
Key Capabilities
How It Works (Step-by-Step)
Important Notes / Rules
Common Questions
Can customers see all company jobs and invoices?
No. They only see records tied to their own account and access permissions.
Does the portal replace dispatch and route management?
No. Dispatch and route execution stay in internal PortaPro workflows.
When do customers see updated records?
After your team saves/publishes the updated records in PortaPro.
Can customers approve quotes and pay invoices in the portal?
Yes. Quote approval and invoice payment actions are both supported in the portal.