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

1. Open the customer, or open their Customer 360 view.
2. Click 'Text portal link' to send that customer their private portal link by SMS.
3. To invite everyone, open Manage and choose 'Invite all to portal' - anyone invited in the last 30 days is skipped automatically.
4. 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.
5. Confirm the customer's phone number is on file first - the invite goes to that number.