Top Tasks
Talk
Work
Me
The first line customers see on their Home tab.
Optional. Blank uses the company phone and email from Settings > Company.
Programs and Services on each property.
Application records: products, EPA numbers, rates, weather and applicator. Costs never show.
Only photos marked "Show in portal" on the customer's Photos tab.
Customers can ask for a Service, ask a question, skip or reschedule, or update contact info.
In outside mode it says where bills come from, with your outside billing link.
On: customers see what each program costs them (the same amounts as Billing), even when bills come from outside. Off hides prices.
How precise the next Service date is.
How long a customer stays signed in on a device.
View as Customer ends after this long without a click; staff go back to the customer page.
How long a portal invite (set-your-password) link works.
How long a forgot-password link works.
Checked types are not offered to customers.
Blank uses the office Reply-To.
Type a rate, mix or unit question, or tap an example.