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The customer portal is a self-service hub where your clients can track their jobs, view invoices, and submit new service requests. It reduces phone calls, speeds up payment, and makes your business look professional.

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What Customers Can Do

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How It Looks

The portal uses your branding — your logo, your colours. Customers see a clean, mobile-friendly interface that looks like part of your business, not a generic third-party tool.

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Enabling Portal Access

1

Open the customer record

Go to Customers and select the customer.
2

Enable portal access

Click Enable Portal Access and confirm.
3

Send the invitation

Vynta sends an email with a link to set up their account.
4

Customer sets up their account

They click the link, create a password, and log in.

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What Customers Cannot See

The portal is carefully scoped:
  • No other customers’ jobs or data
  • No internal notes or staff communications
  • No parts costs or profit margins
  • No technician schedules for other customers

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Mobile Experience

The portal is designed for phones. Customers can:
  • Check job status while waiting for the technician
  • Submit service requests from their site
  • View invoices and make payments
  • See equipment service history

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Reducing Phone Calls

With the portal, customers no longer need to call to:
  • Ask when their technician is coming
  • Check what was done on the last visit
  • Request a new service visit
  • Get a copy of an invoice
This saves your office team time and gives customers the 24/7 access they expect.

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FAQ

Yes. Go to Settings > Portal to set your logo, colours, and welcome message.
They can still receive email notifications about job updates. The portal is optional.
Yes. When submitting a service request, customers can attach photos to help explain the issue.