Customer portal starter guide
Turn on Toolfy's shared job and invoice links so customers can self-serve status updates, pay online, and upload photos without calling.
Customer portal starter guide
Customers love status updates; you don’t have time to text everyone. Share Toolfy’s portal links so they can check schedules, pay invoices, and upload photos without calling.
Enable the portal
- Go to Settings → Customer portal → toggle Enabled.
- Customize the logo, colors, and support email.
- Decide what’s visible (jobs, invoices, documents, quotes).
Sharing links
- From any job/invoice, click “Share portal link”.
- Send via SMS/email template: “Track your job & pay online: {{portal_link}}”.
- For repeat clients, pin the link in their customer record so it’s always handy.
FAQ script
Use this copy when customers ask “How do I use it?”:
“Tap the link we texted. You’ll see upcoming visits, any paperwork we need, and a pay button. Upload photos straight from your phone if something changes.”
Support tips
- If a customer prefers phone, keep calling—they can ignore the portal.
- Track portal usage by tagging customers
Portal userafter they log in. - For emergencies, portal + phone works best: customer submits details, you still call.
Need the enablement checklist + template message pack? Email support@toolfy.io.
⚠️ Important Disclaimer
This guide is for general informational and educational purposes only. It does not constitute professional advice of any kind (legal, financial, tax, insurance, or otherwise).
Before making business decisions: Consult with qualified professionals (solicitors, accountants, insurance brokers, etc.) who can assess your specific circumstances. Laws, regulations, and industry standards change frequently and vary by location and situation.
Toolfy and the article authors accept no liability for decisions made or actions taken based on information provided in this guide. You are solely responsible for ensuring compliance with all applicable laws and regulations.
Frequently Asked Questions
How do customers log into the portal?
Can we hide invoices or jobs from certain customers?
What happens if a customer forwards their link?
Need this workflow in Toolfy?
Spin up the exact checklist, scripts, and automations from this article inside your workspace.
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