What your customers see in the portal
Every customer can have a login where they approve estimates, pay invoices, and check what is booked. You decide who gets one, and a customer login never counts as a seat.
Send the portal invitation
Where to clickCustomersopen the customerSend Account Invitation
Press Customers in the left sidebar and open the customer you want to give access to. Send Account Invitation sits at the top of their record, next to Edit Customer.
The button only appears when the customer has an email address on file and no portal account yet. Confirm with Send Invitation and the email goes out straight away.
Your customer receives an email in your business name with a Set Up Your Account button. They choose their own password and verify their email address, and that is the whole signup.
What your customer lands on
Where to clickTheir emailSet Up Your AccountDashboard
The portal opens on Dashboard, which leads with anything waiting on them and then shows Upcoming Appointments and Outstanding Invoices. Each appointment names the technician and the time you booked.
The left sidebar holds Dashboard, My Jobs, My Invoices, Contact Us, and Profile. The row of tabs across the top of the portal adds Appointments, Estimates, Contracts, Service Plans, Equipment, Payment History, and Payment Methods.
Contact Us carries your phone number, email address, and business address, so getting hold of you is one tap.
They approve an estimate
Where to clickEstimatesopen the estimateApprove Estimate
A quote waiting on your customer appears under the Estimates tab marked Pending Review. Opening it shows your business details, every line item, and the total.
The Approval Required card asks for their Full Name, plus a signature when your company requires one, then Approve Estimate and Confirm Approval.
Reject sits right beside it, so a no is recorded instead of going quiet on you. Either way the estimate keeps the name of whoever answered and the date they did it.
They pay an invoice
Where to clickMy Invoicesopen the invoicePay
My Invoices lists every invoice with its status and balance. Open an unpaid one and a Make a Payment card shows the Amount Due and the pay button.
The invoice marks itself paid the moment the money lands, so nobody has to tell you. Cards saved under Payment Methods make the next invoice a single click.
An emailed invoice leads to the same screen: View & Pay Invoice opens that invoice in the portal. If the customer has no account yet, that same email also carries a Set Up Your Account button.
What stays on your side
Where to clickCustomersopen the customerEdit Customer
Press Customers, open the record, and press Edit Customer to find the Internal Notes box. Your internal notes stay internal and never appear anywhere in the portal.
The same holds for the internal notes you keep on an invoice. Customers only ever see their own jobs, estimates, invoices, and appointments, never another customer's.
Common questions
Does a portal login cost me a seat?
No. Customer logins are free and never count toward the people you pay for, so you can invite your whole list without changing your bill.
My customer says the invitation never arrived. What now?
Ask them to check their spam folder, then open their record and press Send Account Invitation again. That button stays on the record until they finish setting up an account, so a resend is always one click away.
Does a customer need an account to approve an estimate?
No. An emailed estimate carries its own approval link that works without signing in. The portal is for customers who want their estimates, invoices, and appointments in one place.
Can a customer see my internal notes or another customer's work?
Never. The portal only returns records tied to that customer, and the internal notes you keep on a customer or an invoice are left out of every portal response.
What if they forget their password?
They press Forgot Password? on the sign-in page and get a reset link by email. You do not hold or reset customer passwords.
Does the portal look like Pillar or like my business?
Like your business. Your company name, logo, and colors carry through the portal and through the emails that lead into it.