Client Portal Instructions

Home Page / Dashboard

• Here you can see an overview of contact info.
• See your forms of Payments on your account.
  • Credit Card
  • ACH bank account
• See an overview of your Account Balances.

Finance Drop Down > Invoices:

Invoices Page:

• Here you can view all past invoices.
• Sort by status.
• And even pay if you click the emblem.

Finance Drop Down >Estimates:

Estimates Page:

• Here you can view all your estimates.
• Sort by status.

Finance Drop Down > Payments:

Payments Page:

• Here you can view view all past payments.
• See your credit balance of payments that have not been applied.
• Make new payments.
• See you outstanding balance.

Finance Drop Down >Documents:

Documents Page:

• Here you can view documents that are linked to your account.
• You can upload pictures or documents of your own for us to see.

Work Request Page:

• View all work request you have submitted.
• Submit a new one click New Request.

Work Request Form:

• Fill out completely to request new work.

Rate Us! Page:

• Here you can leave us a review of the services we perform.

My Profile Page:

• You can add a credit card.
• Connect a bank account.
• Toggle on or off requiring a user log in:
  • If you enable it you must:
    • add a email.
    • set your password.
    • Save Changes.
• You can also see your payment history.