Customers & Pools
Invite a customer to the homeowner portal
The homeowner portal lets a customer see their service reports, balance, and history. You invite them with a private link - by text one at a time, or to your whole list at once.
Where: Open a customer -> 'Text portal link' (in the editor and in Customer 360) | Manage -> Invite all to portal
- Open the customer, or open their Customer 360 view.
- Click 'Text portal link' to send that customer their private portal link by SMS.
- To invite everyone, open Manage and choose 'Invite all to portal' - anyone invited in the last 30 days is skipped automatically.
- If a link ever gets over-shared, open the customer's editor and click 'Reset link' to revoke the old one and issue a new one.
- Confirm the customer's phone number is on file first - the invite goes to that number.
Good to know
- Texting the portal link needs SMS on for your account. Until it is, the button tells you 'texting not active yet' rather than pretend it sent. WaterMark manages that switch; the Setup panel in your office shows when customer texting is ready.
- The portal itself is live today; the only gated piece is the outbound text that carries the invite.
- Resetting a link stops the old one working immediately, so text the customer the fresh link right after.