Customer Portal
Self-service hub for customers to manage accounts, pay invoices, and request service.
Customer Portal Basics
Everything customers need to know about using the self-service portal
Introduction to the Customer Portal
Overview of the self-service hub for managing your portable sanitation account 24/7.
Customer Portal: Customer Self-Service for Jobs, Quotes, Invoices, and Service Activity
The Customer Portal is the customer-facing area where customers can view job activity, approve quotes, and pay invoices using their own account access.
Portal Overview Dashboard
Understanding the dashboard with statistics cards, quick actions, and recent activity timeline.
Scheduling Service Requests
Request cleaning, maintenance, or emergency service directly through the portal with urgency levels.
Viewing and Managing Units
View all rented equipment with condition indicators and report issues directly from unit cards.
Viewing Jobs and Service History
Track upcoming services, in-progress work, and review completed service records with PDF reports.
Managing Invoices and Payments
View all invoices, make secure online payments via Stripe, and track payment history.
Requesting Supplies
Order toilet paper, hand sanitizer, and other supplies with priority levels for urgent needs.
Using Portal Support Messaging
Real-time chat with your service provider featuring read receipts and typing indicators.
Notification Bell and Alerts
Stay informed with the notification bell showing unread counts and push notification support.
Understanding Portal Status Badges
Color-coded badge system for invoices, jobs, units, and requests with consistent meanings.
Contact Information and Business Hours
Find your provider's contact details, business hours, and online status throughout the portal.
Billing Summary and Outstanding Balance
Track your account balance, overdue invoices, and next payment due date from the overview sidebar.
Staff View (Read-Only Mode)
Understanding how service provider staff access your portal in read-only mode for support.
Mobile Experience and Navigation
Fully responsive design with touch-friendly controls, PWA support, and mobile-optimized features.
Troubleshooting Common Portal Issues
Solutions for login problems, payment failures, messaging issues, and notification glitches.
Portal Security and Privacy
Data protection measures, security best practices, and privacy guidelines for portal users.