What customers see
The portal is a secure page where a customer sees their own quotes, the progress of their jobs, and their invoices, presented under your business name and logo. Drafts and internal details stay hidden. They can accept quotes and message you from there, and portal messages land back in your activity feed.
Sending portal access
- 1.Open the client record.
- 2.Click Send Portal.
- 3.An email goes out with their secure link. No account or password is needed, the link itself is their key.
Other customer links
The portal sits alongside VexOp’s other customer-facing links: booking links to choose a time, on-route tracking so they can see you coming, document signing, and invoices. All work the same way, a secure link, nothing for the customer to install or remember.
More in Clients & comms
Clients and the CRM
Every customer in one place: contacts, sites, jobs, quotes, invoices and the full history of every conversation.
Templates and merge fields
Write your emails, SMS and documents once. Merge fields fill in the job and client details at send time.
Automations
When something happens to a job, quote or invoice, VexOp runs your follow-up steps so you do not have to remember.
The email inbox
A shared inbox for your business: customer replies thread back automatically and file against jobs and clients.
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