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Customer Portal
General Settings

Empower your customers to submit work orders, check status, add comments, view shared files, review contract usage and more through our customer portal feature.

Note: This feature is not available in all price plans.

Status

Portal Status:

Portal URL

Visit the following address to view your customer portal:

https://MitnessFenchi.bluefolder.com/portal/
View Customer Portal

Portal Title

The portal title will be displayed at the top of the page in your customer portal. By default, your company name is used as the portal title.

Portal Start Page

What page should your users first see when they log in to the portal?

Tabs

Main Tabs:


Tabs for Work Orders:

(customer will see price, but not cost or margin.)
(if you turn the 'Log' tab off, your customers won't be able to add comments)

Tabs for Contracts:


Tabs for Equipment:

Customize Fields for Work Orders

Which fields should be displayed when creating and viewing Work Orders?

Built-in Fields:

Customer Name

Customize Columns for "Work Order List"

Which columns should be displayed when viewing the "Work Order List"?

Other Options