Customer Portal

• Customer Portal

  Customer Portal Short description: How to enable and configure the customer portal, portal features, invitations, and troubleshooting. Tags: portal, customer-portal, portal-invite, portal-setup, portal-security, paymentsFew readers

Messaging & Communication

• Messaging & Communication

  Messaging & Communication Short: SMS/Email messaging, Twilio setup, AI receptionist, and templates. SMS (Twilio) Setup Settings → Messaging → Enter Twilio Account SID and Auth Token and phone number. Use Send SMS from client page or Messages page. Two-way messaging with history logged to client events. Email Send from Client/job/estimate/invoice pages. Features Templates, tracking (delivered/opened/clicks), PDF attachments. AI ReceptionistFew readers