Servicing24/Docs/Client Portal
🌐 Client Portal

Client Portal

Empower your customers — give them real-time visibility into their tickets, invoices, and service history through the self-service client portal.

🌐
No login required for your customers

Customers receive a unique tracking link via SMS or email. They can check their ticket status instantly — no account creation, no password, no friction.

Accessing the Portal

Customers access the portal through the unique tracking link automatically sent when a ticket is created on their behalf.

1
Ticket created by agent
When your team creates a support ticket for a customer, the system automatically sends an SMS and/or email to the customer's registered contact.
2
Customer receives tracking link
The message contains a unique URL like: yourdomain.com/tracking/TK-00123. This link is specific to their ticket.
3
Customer opens the link
No login or account required. The page loads instantly showing their ticket details.
4
Bookmarkable URL
Customers can bookmark the URL to return and check their status at any time.
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TipShare the tracking link directly via WhatsApp from the ticket detail page for immediate customer communication.

Tracking Tickets

The ticket tracking page gives customers real-time visibility into their service request — without needing to call your office.

1
Ticket status display
The top of the tracking page shows the current status in a clear, visual badge: Pending → In Progress → Resolved → Closed.
2
Progress timeline
A step-by-step progress indicator shows all stages the ticket has gone through with timestamps.
3
Customer-visible notes
Any notes your agents marked as 'Customer Reply' appear on the tracking page as updates from your team.
4
Assigned technician
The name (and optionally photo) of the assigned technician is shown so the customer knows who is handling their case.
5
Device/item details
The tracking page shows the customer's device or product details, intake photos, and the reported problem description.
6
Estimated completion
If your agent sets an estimated completion date, it's displayed on the tracking page.
Status Indicators on Tracking Page
🟡 PendingTicket received, awaiting assignment to a technician.
🔵 In ProgressTechnician is actively working on the issue.
🟣 Waiting for PartsRepair on hold pending parts arrival.
🟢 ResolvedIssue has been fixed. Customer can pick up / delivery is arranged.
⚫ ClosedTicket closed. Service complete.
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NoteBy default, internal agent notes are NOT visible to customers. Only notes marked as "Customer Reply" appear on the tracking page.

Viewing Invoices

Customers with a registered account can log into the Client Portal to view and download their invoices.

1
Customer receives invoice notification
When you generate an invoice, the customer receives an email with a link to view it online.
2
Customer clicks the invoice link
The link opens a read-only, professional HTML view of the invoice — no login required for viewing.
3
Download as PDF
The customer can download a PDF copy of the invoice from the portal for their own records.
4
Outstanding balance display
If the customer has a portal account, they can log in to see all their invoices and any outstanding balance at a glance.
5
Online payment (if enabled)
If online payment is configured by your administrator, customers can pay outstanding invoices directly from the portal.
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TipEnable the Client Portal login feature in Settings → Client Portal to allow customers to access their full service history, all tickets, and all invoices in one place.
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You now have a complete understanding of every module in Servicing24. If you need help with a specific feature, use the search bar (⌘K) or contact our support team.

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