--- title: "Customer portal: interventions and documents" description: "A private area for your customers: assets, orders, interventions, issue reports with photos and documents. With the modules on, quotes and invoices too." url: "https://en.toitrack.com/customer-portal" lang: "en" --- Customer portal # A private area where customers follow their orders and interventions Each customer signs in with their own credentials, sees their assets, orders and upcoming interventions, reports a problem with photos and downloads the documents you share. [Try it free for 14 days](https://en.toitrack.com/contact) [All features](https://en.toitrack.com/features) Example screen with made-up data How it works ## From invitation to a handled report What you do and what the customer does, in four steps. 1. **Invite the customer** From the customer's detail page choose "Invite to portal". The customer receives an email with instructions to set a password and sign in. 2. **The customer enters their area** In the overview they find the number of assets, orders and interventions, the next scheduled intervention and the open reports. 3. **They report a problem** They describe what happened, can pick the asset or order concerned and attach photos. They get the report's code. 4. **You take it on** Administrators get an in-app notification. From the Customer issues page you convert it into an intervention, with an optional date. The customer sees its status. What's included ## What the customer can look up and do Each customer sees only their own data. ### Overview Assets, orders and interventions in numbers, the next scheduled intervention and the reports still open. ### Assets, orders and interventions The assets assigned to the customer, with serial number, category and status. The orders open in their name, with the linked interventions and the assets involved. ### Reports with photos The customer describes the problem, picks the asset or order and attaches photos. Then follows the status through to the completed intervention. ### Documents and service reports The customer downloads the documents you made visible to them. Service reports appear when the company emails them to the customer. ### Quotes and invoices The customer downloads the PDF of their quotes and accepts or rejects them. They look up issued invoices with payment status and the PDF. ### Notifications and preferences Updates arrive in the portal's notification area. The customer chooses whether to receive them by email too. ## Good to know - Inviting a customer needs the "Manage tenant users" permission and a valid email address on the customer record. - The portal is a plan feature, included in the sized plans. Quotes and invoices show up if the company has the matching modules active: otherwise the customer sees "Module not activated". - Documents are not public: the customer sees only those with customer visibility. The service report becomes visible when the company has chosen to email it. - The customer sees type, status and dates of the interventions on their orders, not the operator's notes. Interventions without an order do not appear. - There is no online payment in the portal: invoices are for consultation. - With the white label option the portal shows the company's logo and color. FAQ ## Customer portal: your questions answered What people who want to give customers an area of their own ask. ### How does the customer sign in to the portal? You invite them from the customer's detail page. They receive an email with instructions to set a password and then sign in with their credentials. You can resend the invitation whenever you need. ### Does the customer see the company's internal documents? No. They see only the documents with customer visibility that are linked to them. Intervention service reports appear when the company has chosen to email them to the customer. ### Can the customer pay invoices from the portal? No. In the portal invoices are for consultation only: the customer sees the number, due date, total and balance with the payment status, and can download the PDF. ### What can the customer do with a quote? They can open it, download the PDF and, as long as it has been sent and has not expired, accept or reject it. If it has expired, the portal tells them to contact you for a new quote. ### How do I notice a report? Administrators get an in-app notification. The report appears on the Customer issues page, where you can convert it into an intervention with an optional date: the customer sees its status and when the intervention is completed. Learn more ## Where it is used and what surrounds it The portal shows what you manage with the other parts of Toitrack. The connected functions. ### For your kind of business - [Portable toilets Customers renting portable toilets follow orders, interventions and documents. Learn more](https://en.toitrack.com/portable-toilet-software) - [Skips Customers renting skips see their open orders and scheduled interventions. Learn more](https://en.toitrack.com/skip-rental-software) - [Tanks Customers renting tanks find orders, interventions and invoices in their area. Learn more](https://en.toitrack.com/tank-rental-software) ### The other features - [Route planning The interventions you plan appear, with their date, among the customer's upcoming interventions. Learn more](https://en.toitrack.com/route-planning) - [Field operator app Photos and signature collected by the operator end up in the service report the customer can download. Learn more](https://en.toitrack.com/field-app) ## Want to give your customers an area of their own? Try it free for 14 days with your real customers: we assist you by email or WhatsApp. [Try it free for 14 days](https://en.toitrack.com/contact) Reply within 24 hours ยท no obligation We set up your trial account for you For support or a tailored proposal write to us: [info@toitrack.com](mailto:info@toitrack.com) [WhatsApp +39 378 443 5327](https://wa.me/393784435327)