Use the customer portal and communications

Manage customer portal access on the web

1. Open Customers and select the customer.
2. Open the Portal section.
3. Check whether portal access is enabled.
4. Choose Send Portal Invite when the customer should receive a secure magic link.
5. Confirm the customer’s email address before sending.

The customer portal is plan-controlled. When enabled, customers can view their job history, invoices and upcoming services. Disabling access prevents future portal use; it does not retract emails that were already delivered.

Use the customer’s Emails section to review messages recorded by Surehand before sending another copy.

Contact a customer on iPhone or iPad

1. Open Customers and select the customer.
2. Use the available message action for SMS, WhatsApp or email.
3. Review the recipient and message before leaving Surehand for another app.
4. Open Emails on the customer to check invoice, reminder and portal messages recorded by Surehand.

Portal access itself is managed on the web. Use Customers → customer → Portal there to enable access or send an invite.

Contact a customer on Android

1. Open Customers and select the customer.
2. Use the available message action for SMS, WhatsApp or email.
3. Review the recipient and message before leaving Surehand for another app.
4. Open Emails on the customer to check invoice, reminder and portal messages recorded by Surehand.

Portal access itself is managed on the web. Use Customers → customer → Portal there to enable access or send an invite.