Customer 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.

Email yourself a link to choose a new portal password or your username, finish any second sign-in step the company requires, and what to do when the portal will not open.

Find and read the privacy policy, terms, booking and payment policies a company publishes, from the portal, its booking page or its emails, and check which version applies.

Open the photos and videos the company shared from a work order, view them full size, and download the ones you are allowed to keep.

Sign in to the customer portal with the link you were emailed, your username and password, a passkey, or a one-time code when the company asks for two-step verification.

Answer a quote from the portal by approving it with an optional PO number and note, asking the company for changes, or declining it, and see what happens next.

Open Quotes in the portal to read every quote the company has sent you, check its status and total, and open the PDF to print or save it.

Pay an invoice or deposit request from the portal or its email link with a card, Apple Pay or Google Pay, choose a partial amount or add a tip, or pay from a payment link.

Add a card under Saved cards and autopay in the portal, make it your default, allow automatic charges when the company offers them, or remove a card.

Find a refund on your invoice in the portal, read the refund notice the company emailed you, know how long the money takes to reach your card, and who to ask if something is wrong.

Open Invoices & payments in the portal to read any invoice or deposit request, check what is due and when, and open the PDF to print or save it.

Find every payment you have made on your account, what each one was applied to, any tip, and the receipt or refund receipt the company sent.

Open a statement in the portal to see your opening and closing balance, the unpaid invoices and activity in the period, and download the PDF.

Open Agreements in the portal to see every agreement on your account, where each one stands, and download the signed PDF.

Open the agreement the company sent you, read it, choose a typed or drawn signature, confirm the checks and finish signing, or decline it with a reason.

Check the status of a request you sent, read the company's updates, download files they shared, reply with more details or photos, and rate the help you got.

Ask the company for work or help from the portal by picking a request type, filling in the details, attaching photos or files, and submitting it.

Set up a passkey so you can sign in to the portal with your fingerprint, face or screen lock instead of a password and a code.

Pick a new portal password while you are signed in by entering your current one first; everywhere else you were signed in is signed out for safety.

Check the devices and browser sessions using your portal account, sign out any you do not recognise, forget a remembered device, or allow only one signed-in device.

Choose which account to open when you sign in to the portal, switch between accounts from the menu at the top right, and pick one of your locations.

Protect your portal account with a second sign-in step by setting up an authenticator app, verifying your phone for codes, creating backup codes, and choosing which method is asked first.

Change how your name appears in the portal from Account information, and find out which details the company keeps up to date for you.

Book a service on a company's online booking page, from choosing the service and a time to your details, any payment, and the confirmation with your booking reference.

Open the manage link from your booking confirmation to see your booking, add it to your calendar, move it to another time or cancel it, within the company's rules.

When a company asks for a deposit or full payment to book online, pay it on the booking page before the payment window runs out, and see what happens if it does.

Fill in an online form a company sent you or put on its website, add photos or files, and submit it, including what the required and recommended fields mean.

Open a secure link a company sent you to a file, a folder of photos, a note or a document, enter a passcode if asked, preview and download, and what to do when the link has stopped working.

Answer the feedback email a company sends after your request is resolved, confirm your rating from 1 to 5, add a comment, and see what the page says when the link has run out.

What the "Rate your support experience" email after the company resolves your request is, how its five rating buttons work, and how long it lasts.

What the follow-up emails and texts about an open quote mean, when they come before and after it expires, and how to stop them.

What the "How did we do?" email or text after your visit is, where its link goes, and how to stop being asked.

What the signing request, reminder, signed and completed emails about an agreement mean, how long the signing link lasts, and what to do with each.

What the messages mean when the company moves your appointment, cancels it, or sends a different technician, and what to do about each.

What the "New sign-in to your account" and "Your sign-in settings changed" emails mean, and what to do if it was not you.

What the invoice due soon, due today and overdue reminders mean, how often they come, how to pay from them, and how they stop.

What the reminder the day before and the reminder two hours before your visit mean, when they are sent, and what to do if you can no longer make it.

What the receipt email or text after you pay, or after a refund, contains, and what to do when one does not arrive.

What the "on our way" text or email means, when a technician sends it, and what to do before they arrive.

What the email or text with your quote contains, where its button goes, how long the link works, and the confirmation you get after approving.

What the statement email or text shows, where its button goes, and what to do about the balance on it.

What the email or text with your invoice or a deposit request contains, where its button goes to view and pay, and what happens if you do not pay.

What each email or text about a booking you made on a company's booking page means, from the confirmation and reminders to payment notices, changes, a waitlist spot and "Finish your booking".

What the thank-you email or text after a visit means, what to do if something is not right, and what usually comes next.

What the email or text saying your appointment is booked means, what the arrival time in it tells you, and what to do if it does not suit you.

Stop a company's texts by replying STOP, get them back with START, and ask the company to stop the kinds of emails or reminders you no longer want.

What each one-time code email or text is for (signing in, seeing your whole account, booking online, opening an agreement), how long it lasts, and what to do if you did not ask for one.

What the portal invitation, sign-in link and password reset email is, why it may say "password reset" even when you asked for nothing, and the email with your username.