Customer Portal

Revofield includes a self-service portal where your customers can view their job history and invoices online — without needing to call or email your office.

Enabling Portal Access

To give a customer access to the portal:

  1. Open the customer's profile
  2. Click Send Login Link (or Invite to Portal)
  3. The customer receives an email with a secure login link

Portal access can also be enabled when creating or editing a customer by toggling Portal Access on.

How Customers Log In

Customers don't need to remember a password. Revofield uses magic link authentication:

  1. The customer visits the portal login page
  2. They enter their email address
  3. A secure login link is sent to their inbox
  4. Clicking the link signs them in immediately

The login link expires after 15 minutes for security. If it expires, they can request a new one.

What Customers Can See

Once logged in, customers can view:

  • Job History — A list of all their past and upcoming jobs with statuses
  • Invoices — View and download invoices as PDF
  • Payment Status — See what's been paid and what's outstanding

Customers can only see their own data — they never see other customers, your internal notes, or team information.

Managing Portal Access

From the Customers list, you can:

  • Filter by portal access to see which customers have it enabled
  • Resend the login link if a customer lost theirs
  • View as Client to preview exactly what the customer sees

Tips

  • Enable portal access for customers who frequently ask for invoice copies or job updates — it reduces calls to your office
  • The portal works on mobile browsers, so customers can check their jobs from any device
  • You can generate a direct portal link to share via text message instead of email
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