Find your way around the portal

Learn what each part of the customer portal does, from the Overview cards (what you owe, what needs you, recent payments) to the sidebar, the menu under your name and Help.

After you sign in, the portal opens on Overview, your account's home page. The sidebar on the left, or the menu button at the top left on a phone, lists every section the company has turned on for you.

Steps

1. Sign in with the link the company emailed you, or with your username. See Sign in to the portal.
2. Read Overview for anything that needs you, then open a section from the sidebar.
3. Select your name at the top right for your own settings and to sign out.

What you see

Overview shows, from the top:

• You owe: the total due on your invoices and deposit requests, a line saying how many make it up, and a button to pay that amount, which opens Invoices & payments. When nothing is due, the card says You’re all paid up instead.
• Needs you: how many quotes are waiting for your yes or no, with Review it or Review them. It only appears when a quote is waiting.
• A row of four figures: Open invoices, Quotes to review, Credit on file (deposits and credit you can use on an invoice) and Saved cards.
• Recent payments: your last four payments, each with its payment and invoice numbers, how and when it was paid, the amount and any tip.
• Tiles that open each section: Requests, Quotes, Invoices & payments, Saved cards and Agreements, each with a count or a short note.

The sidebar:

• Overview: this page.
• Requests: ask the company for work or help, and follow replies. See Send a request to the company.
• Quotes: read and answer quotes. See See your quotes.
• Billing: opens Invoices & payments, Statements and Saved cards. See Pay an invoice online and Read your statement.
• Agreements: read, sign and download agreements. See See your agreements and download a copy.
• Help: opens these help articles in a new window.

The company's website, phone and email sit at the bottom of the sidebar, with its policies under Policies & terms. See Read a company's policies and terms.

The top bar names the account you are looking at and, when your account has more than one location, has a Location control. Select your name at the top right for:

• Your accounts: switch accounts. See Switch between your accounts.
• Appearance: Match my device, Light or Dark.
• Account information, Change your password and How you sign in: your own settings.
• Sign out.

If something looks different

• A section, card or tile is missing: the company has not turned that part on for your account. Contact them if you expected it.
• You're viewing one shared document, and the menu shows Exit instead of Sign out: you opened the portal from a link to one document. Select See everything for this account; the portal emails a 6-digit code to the address the company has on file. Type it and select Unlock account. Or select Sign in to use your username.
• This link is for a different account: you are signed in to another account. Select Open this account to switch, or the button to go back to the account you are on.
• Sign in or open your secure link to continue.: you are not signed in, or your link has run out. Select Sign in, or ask the company for a fresh link.
• This page isn't part of what's shared with you.: your access does not include that page. Select Portal home, or sign in with your username.