How to set up the customer portal
Give customers self-serve access — they sign in to view history, pay invoices, and accept quotes.
Customers want to see their account and pay on their own time without calling the office. The TurfTechAdvisor customer portal gives them a secure, self-serve window into their service. Here's how to set up the customer portal.
Published May 30, 2026 · Last reviewed September 8, 2026
Steps
- Make sure your plan includes the portal — The customer portal is available on Growth and Pro accounts. Once you're on a plan that includes it, the portal is ready for your customers — no separate setup or hosting to manage.
- Let customers sign in securely — Customers reach the portal with a magic link sent to their email or with a password. Their sign-in is kept entirely separate from your pro tools, so they only ever see their own account.
- Give them their service history — In the portal, customers can see their visits and service history at a glance. Application-record details are sanitized to remove sensitive operational fields, so customers see the work without your internal data.
- Collect payments online — Open invoices show a Pay Now button that takes a secure card payment and records it against the invoice automatically. Customers settle up in seconds and your books stay current.
- Let customers accept quotes — Customers can review and accept estimates right from the portal. An acceptance can flow straight into scheduled work, closing the loop from proposal to booked job without a phone call.
Related guides
- Invoice & get paid
Close the loop — auto-invoice completed work, take card payments online, and sync to QuickBooks.
- Send quotes & estimates
Win the work — build professional estimates, share them online, and turn an acceptance into a scheduled job.
- Accept online payments
One-time setup — connect Stripe so every invoice you send gets an automatic Pay Now link.