> ## Documentation Index
> Fetch the complete documentation index at: https://helpdocs.servinix.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Configure the Customer Portal

> Control what customers see in the Servinix self-service portal from Settings, including feature toggles, branding, and SMS milestone notifications.

# Configure the Customer Portal

Turn on the customer self-service portal, choose which features customers can access, apply your business branding, and set which job milestones trigger an SMS notification.

## Before you start

* You must have an Admin role.
* Go to **Settings → Customer Portal**.

## Steps

### Enable the portal

1. Toggle **Toggle customer portal** to the on position.

When disabled, all portal links return a "portal not available" screen to customers. When enabled, customers can open the portal link and sign in with the last four digits of their phone number.

### Choose customer features

Under **Features**, turn each capability on or off. Changes take effect the next time a customer signs in.

2. Toggle **Estimate approval** on if customers should be able to review and approve estimates before work begins.
3. Toggle **Invoice & payment** on to let customers view invoices and pay outstanding balances online.
4. Toggle **Review collection** on to prompt customers to leave a review after a completed job.
5. Toggle **Job booking** on if customers should be able to request new jobs themselves without calling.

### Customize branding

Under **Branding**, empty fields fall back to your tenant account settings.

6. In **DISPLAY NAME**, type the business name to show on the portal (e.g., `Acme HVAC`).
7. In **LOGO URL**, paste a publicly accessible image URL (e.g., `https://cdn.example.com/logo.png`).
8. Click **Pick primary color** or type a hex value (e.g., `#1A73E8`) in the color field.
9. Click **Save branding**.

### Configure SMS notifications

Under **SMS notifications**, choose which job-lifecycle events send an automatic text to the customer.

10. Toggle **Toggle Job booked SMS** — sends when a new job is created.
11. Toggle **Toggle Technician dispatched SMS** — sends when a technician is assigned and on the way.
12. Toggle **Toggle Technician en route SMS** — sends when the technician starts driving to the site.
13. Toggle **Toggle Work complete SMS** — sends when the technician marks the job complete.
14. Toggle **Toggle Invoice sent SMS** — sends when an invoice is issued.

### Share the portal link

15. Copy the URL shown under **Customer portal URL** and share it with customers. They open the link, enter their email, and receive a one-time sign-in link.

## Result / verify

* The portal toggle is on and customers can access the portal URL.
* Feature toggles reflect the capabilities you selected.
* Branding changes appear on the portal login screen.
* SMS events fire at the configured job milestones.

## Troubleshooting

* **SMS not sending** — Verify your phone number is connected under Settings → Phone Numbers.
* **Branding not updating** — Confirm you clicked **Save branding** after making changes.

## Related

* [Configure phone numbers](/field-service-management/fsm-settings/configure-phone-numbers)
* [Configure integrations](/field-service-management/fsm-settings/configure-integrations)
* [Add a customer](/field-service-management/customers/add-a-customer)
* [Configure branding](/account-billing/account-and-profile/configure-branding)