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Using the Customer Portal

If you enter the contact’s email address and have the feature for “Customer Portal” enabled, you’ll see a checkbox. To give someone at your customer’s company access, you’ll check the “Portal Access” checkbox.

Giving customer access

Once the customer rep logs in, they’ll be able to see their tickets and invoices as shown in the below images.

Invoice Screen
Ticket Screen

If the user clicks the menu button beside a row, they’ll have the following options available to them.

Ticket Menu

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Allowing Access to the Customer Portal

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Learn how to allow customer contacts access to their portal in Dump Truck Dispatcher. This step-by-step guide helps streamline communication by letting customers view their tickets and invoices directly.
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