Customer Portal
The Customer Portal gives your clients self-service access to their account. They can view invoices, approve estimates, sign contracts, submit service requests, and make payments — all without needing to call your office.
How It Works
Each customer can access their portal through a unique link or by logging in with their email and password.
Portal Access Methods
- Direct Link — Each invoice, estimate, and contract email includes a link to the portal
- Portal Login — Customers can register and log in at your portal URL
- Invitation — Send a portal invitation from the customer’s detail page
The customer portal is separate from the main LawnLedger app. Customers log in at a different URL and see only their own data — they never see your internal operations.
Customer Portal Features
Dashboard
After logging in, customers see a dashboard with:
- Outstanding invoices and total balance due
- Recent estimates awaiting approval
- Active contracts
- Upcoming scheduled services
Invoices
Customers can:
- View all invoices (current and historical)
- See invoice details with line items
- Pay invoices online via Stripe (click Pay Now)
- Download invoice PDFs
Estimates
Customers can:
- View estimates sent to them
- Review line items and pricing
- Approve or Decline an estimate
- Add comments or questions
Contracts
Customers can:
- View contracts sent for signature
- Review terms and conditions
- Sign contracts electronically (see Contract Signing)
Service Requests
Customers can submit new service requests:
- Click New Request in the portal
- Select the property and describe the work needed
- Submit the request
Your team receives the request and can convert it into a scheduled job.
Setting Up the Portal
The customer portal is enabled by default. To configure it:
- Navigate to Settings
- Customize the portal appearance with your branding
- Set which features are available to customers
Customers must have a valid email address to receive portal access. Make sure customer email addresses are up to date.
Portal Registration
Customers can self-register for the portal:
- They visit the portal login page
- Click Register
- Enter their email address (must match an existing customer record)
- Set a password
- Verify their email address
Alternatively, you can send a registration link from the customer’s detail page in the main app.