Customer Portal

Quote Signature

Set up your quote signature, use the options on the right to customize.

Select a quote alert option.

Example of what the customer would see.

Field Ticket Signature Link

Set up your Field Ticket Signature Link, use the options on the right to customize.

Select a how long until the link expires. 

Example of what the customer would see.

Invoice Link Message

Set up your Invoice Link Message, use the options on the right to customize.

Example of what the customer would see.

Logos

Add your companies logo to the header of Links the customer receives.

(This can also be a gif. so you could use an animated logo)

Accept Credit Cards

Check the box to accept credit cards then click the Launch Browser to 

set up your account with Stripe.

For more information on accepting credit cards and Stripe use the link below:

Set up Credit Card Processing