> ## Documentation Index
> Fetch the complete documentation index at: https://docs.vyntaintegrate.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Customer Portal: Self-Service Hub for Your Clients

> Give your customers 24/7 visibility into their jobs, invoices, and service history — without a single phone call to your office team.

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.

## What Customers Can Do

| Feature                | What they see                                                 |
| ---------------------- | ------------------------------------------------------------- |
| **Job tracking**       | Status, scheduled date, technician assigned, completion notes |
| **Work order history** | All past jobs with dates, descriptions, and photos            |
| **Service requests**   | Submit new requests that become work orders                   |
| **Invoices**           | View and pay invoices online                                  |
| **Equipment**          | Assets installed at their site with service history           |
| **Account settings**   | Update contact details and notification preferences           |

## 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.

## Enabling Portal Access

<Steps>
  <Step title="Open the customer record">
    Go to **Customers** and select the customer.
  </Step>

  <Step title="Enable portal access">
    Click **Enable Portal Access** and confirm.
  </Step>

  <Step title="Send the invitation">
    Vynta sends an email with a link to set up their account.
  </Step>

  <Step title="Customer sets up their account">
    They click the link, create a password, and log in.
  </Step>
</Steps>

## 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

## 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

## 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.

## FAQ

<AccordionGroup>
  <Accordion title="Can I customise the portal look?">
    Yes. Go to **Settings** > **Portal** to set your logo, colours, and welcome message.
  </Accordion>

  <Accordion title="What if a customer doesn't activate their portal account?">
    They can still receive email notifications about job updates. The portal is optional.
  </Accordion>

  <Accordion title="Can customers submit photos through the portal?">
    Yes. When submitting a service request, customers can attach photos to help explain the issue.
  </Accordion>
</AccordionGroup>