FAQs
The Client Portal feature is an optional add-on, so there is a nominal price to upgrade. The Standard price is $19.95 per month per business. Or for our cli...
Tue, 20 Aug, 2024 at 1:38 PM
In the Client Portal, your customers can access job, invoice and quote information that they have permission to view. For the job options, this means that y...
Tue, 27 Aug, 2024 at 1:28 PM
No. The webforms that are filled in the Client Portal cannot be redirected to your business address or any other nominated web address in your webform setti...
Tue, 27 Aug, 2024 at 12:39 PM
The CRM Contact Management Portal is more streamlined than ever, and part of this is the ability to select what information tabs are most important for your...
Tue, 5 Nov, 2024 at 9:14 AM
Watch below, a video overview of the Client Portal:
Thu, 17 Oct, 2024 at 11:35 AM