Customer Portal Beta: Let Clients Track Their Own Jobs

RE: Customer Portal Beta: Let Clients Track Their Own Jobs

Carla Jimenez (Staff) — Thu, 26 Feb 2026 11:20:00 GMT

Hi Deja, great questions! Internal notes are always hidden — customers only see the information you explicitly share. And yes, you can configure which work order types and statuses appear in the portal. We can walk through those settings together once you're enrolled. Really appreciate you thinking through the edge cases!

RE: Customer Portal Beta: Let Clients Track Their Own Jobs

Deja Washington — Thu, 26 Feb 2026 09:45:00 GMT

This sounds amazing! A few questions — can customers see notes that we add internally? And can we limit which job types show up? We do some work that we don't necessarily want visible in detail. Thanks so much!

RE: Customer Portal Beta: Let Clients Track Their Own Jobs

Carla Jimenez (Staff) — Wed, 25 Feb 2026 17:15:00 GMT

Hi Brandon, happy to help! I will send you a direct message with next steps to get your account enrolled. We want to make sure you're set up for success, so we'll also schedule a brief walkthrough to cover the branding and notification settings before you go live.

RE: Customer Portal Beta: Let Clients Track Their Own Jobs

Brandon Okafor — Wed, 25 Feb 2026 16:30:00 GMT

We need this. My dispatch team spends half their morning on status calls. When can we get enrolled?