yaupon

let customers self-serve — pay invoices, rebook, download files

the customer portal isn't just a viewer. customers can pay open invoices, rebook past services, and grab old files without contacting you. that's where it cuts down on "where's my invoice?" calls.

3 steps~2 min
  1. 1

    make sure invoices and bookings are linked to the customer record

    for the portal to surface their stuff, every invoice and booking needs to be tagged to the right customer (matched by email). pawpaw handles this automatically when you pick a client from the list.

  2. 2

    show customers it exists

    the most common reason customers don't use the portal is they don't know it's there. mention it on every invoice email ("see all your invoices anytime at {{portal_link}}") and after every job ("rebook anytime from your portal").

  3. 3

    watch the support load drop

    track "where is my invoice from august?" type calls before and after enabling the portal. for most operators, those calls drop by 60–80% within a month — customers find their stuff faster than they could ask you.

    tip

    the portal works best when at least 3 sections have data on them. an empty portal feels broken. seed it with a few historical invoices the first time a customer logs in.

was this article helpful?

still stuck?

we respond to every message within 24 hours.

contact us