Step 1: Once a Pro sends an Email Invite to their customers to access Customer Portal, customers receive an email which includes the link to install Customer Portal App.
Step 2: Clicking the link navigates to the Welcome page where customer can either click Dashboard directly or click on Install App to access the portal on single click everytime.
Step 3: Clicking on Install App opens Install app pop up. Click Install.
Step 4: The app will be installed and the app icon appears on Mobile device.
Note for iPhone users: When a customer clicks “install”, it will navigate to “Add to Home Screen”. Tap “Add to home screen”.
Step 5: Click on app icon. It opens the Dashboard of Customer Portal app. Where Customer can perform various operations like:
- View Appointments
- View and Accept Estimates
- View and Pay Invoices
- Book Deals
- Request Service
- View Files Vault
- Call or chat with PRO and so on…
Below are the screenshots from the app:
Here is the video on Customer Portal User Experience: