Customers and the portal

For repair shops: give each customer their own account, so their drivers and managers can send you repairs and follow them.

Step by step

1. Open Customers and tap Add customer. The name is all it needs; add the contact and billing details your invoices will use.
2. Tap Add vehicle for each of their units, so work and invoices are tied to the right one.
3. Tap Invite user for each of their people, and choose their access: Customer admin, Request repairs, or View only.
4. They sign in to their company's portal and see their vehicles, their repairs and where each is at.
5. A driver sends a repair request from their phone: the unit, what is wrong, and how urgent.
6. On your work board it shows under that customer, with who sent it. Open it and tap Create work order.

Good to know

• Customers only see their own. Their portal shows their vehicles, requests and invoices, never your shop's other work.
• Status updates reach them. Status changes on the work order show in their portal, so keep those notes customer friendly.
• Repair shop editions only. A company that maintains its own fleet invites its drivers as employees instead.