Customer Portal
What is the Customer Portal
All your transactions in one place!
The customer portal provides a streamline process, to access transactions and billing documents, eliminating chains of endless emails, for your bookkeeping department, or any members of your organization, you authorize access to.
Once your account has been established, and set up by us, you will receive a portal invitation. Once accepted, you will be directed to provide your email, and a password of your choice, in order to log in.
Portal Features
In the portal, you will be able to accept or decline estimates, add comments, make payments via credit card or ACH, view invoices, estimates, transactions history, and statements, as well as have the option to print, download, and forward them to the appropriate stuff of your organization!
