Private no-password link where customers see their jobs, pay, message you.
A no-password page each customer can bookmark. They see only their own jobs, invoices, estimates, photos, and messages. Used most often for: collecting payments, sharing job progress photos, scheduling new work, and giving them a single front door instead of email threads. Turning it on for a customer Open the contact (Contacts → click their name). Scroll to the bottom → 🔗 Customer portal card. Click Enable . A unique URL is generated. Click Copy link and text or email it to the customer. Or hit Email this link to send it automatically. What customers can do on the portal See all their jobs with photos + status View, accept, decline, and pay quotes Pay invoices (card / Apple Pay / Google Pay) Download every PDF you've sent them Two-way message with you (email + SMS threaded) Submit a "Request work" form for a new job Refer a friend (with your branded review link) Optionally create a password-protected dashboard that lets them see every service business they use through FieldKrew in one place. That's optional — they can also just bookmark the per-business URL. Security The URL contains a long random token (64 chars). Anyone with the link can view; without it, no access. You can rotate (revoke + regenerate) any time from the same Settings card. What customers can't do They can't see your other customers, your team's schedules, your finances, or your settings. The portal is per-contact, scoped to just their work with you.