Dedicate Client Portal Link
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Aretus Smith Jr
The client needs a way to access the client portal without us having to send an estimate or an invoice. We need a dedicated link like www.company.com/clientportal
Holiday Karen Powell
It does exist, in an inconvenient to access type of way. Go to any invoice for the client. Click "send invoice." When the window pops up, click "view document." Copy the URL, then delete everything after /inbox/ for mine the part delete usually looks like invoice/E68758. Now you have a usable client portal link that you can send to the client and ask them to save. They will be able to see their entire account history there. Also, WorkIZ should make a better way for this to be accessible.
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Aretus Smith Jr
I hope to see this soon, especially now that the clients can leave their credit card info to add and save.
Travis Purinton
Yes, This is a game changer when it comes to separating you from your competition.
Mohamed
We have been asking for this since the service plans/client portal options came out. This is essential and needs to be implemented asap i think.
AA Rodrigues
Yes ive asked for this multiple times over the years. Such a basic feature everywhere else
Tammy Dupuis
I second this request. It would help our clients flow.