Client Portal Guide

Share this page with your clients to help them use the portal.

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Accessing Your Portal

When your service provider sends you a quote or invoice, you'll receive an email with a View button. Click it to access your personalised portal.

No Password Needed

You don't need to create an account or remember a password. Each email contains a secure link just for you.

Viewing Quotes

When you receive a quote:

1. Click View Quote in the email
2. Review the services and pricing
3. Click Approve to accept, or Decline if not interested
4. Optionally add a note with your response

Paying Invoices

When you receive an invoice:

1. Click View Invoice in the email
2. Review the charges
3. Click Pay Now
4. Enter your payment details
5. Done! You'll receive a receipt by email.

Requesting Service

Need additional work? Submit a request:

1. Access your portal
2. Click Request Service
3. Describe what you need
4. Submit

Your service provider will follow up with a quote.

Viewing History

See all your past quotes, jobs, and invoices in one place:

1. Access your portal
2. Browse your history
3. Download invoices as PDF if needed

Questions?

Contact your service provider directly - their details are shown in your portal and on all communications.