Workspace · Customer Portal
Customer Portal
Add the Customer Portal
A branded space for your customers to view reports, approve quotes and pay invoices — fed by the apps you already run. Included on any paid plan.
Portal branding
Your logo and company name appear on the portal and on every invite email.
Your company
Shown to customers on the portal
On the portal
Customers who can sign in today.
Invite a customer
Sends a secure email login and turns the portal on for them. The customer needs an email on file (edit in Customers).