Customer Portal
Overview
The Customer Portal is the client-facing face of Merchant Protocol CRM. It's a secure, branded web portal where your customers can log in and see everything related to their account with your business — without calling your office.
Customers can view their schedule, track a technician en route, review and pay invoices, sign contracts, and send messages. Most data is read-only — customers cannot make changes to jobs or reschedule on their own, which keeps your dispatch workflow clean. When they need something changed, there's a request form that routes to your team.
The portal is white-labeled — it appears under your business name and branding, not Merchant Protocol's.
Login Methods
Customers can authenticate using any of three methods:
- Phone Verification — Enter phone number; receive a one-time SMS code
- Magic Link — Enter email; receive a one-time login link (expires in 15 minutes)
- Email + Password — Standard password-based login with optional 2FA
Portal Sections
| Section | Summary |
|---|---|
| My Schedule | Upcoming and past appointments with live dispatch status |
| Technician Tracker | Live GPS map when tech is en route |
| Recurring Plans | View active maintenance plans and visit history |
| Invoices & Payments | View, pay, and download invoices |
| Estimates | Review and approve pending estimates |
| Contracts | View and e-sign service contracts |
| My Projects | Active and past project details |
| Messages | Direct SMS-backed messaging with contractor |
| Notifications | Manage alert preferences |
| Payment Methods | Manage cards on file |
| Online Booking | Request new service appointments |
CRUD Reference
| Object | Create | Read | Update | Delete |
|---|---|---|---|---|
| Schedule View | — | ✅ | — | — |
| Invoice Payment | ✅ | ✅ | — | — |
| Contract Signature | ✅ | ✅ | — | — |
| Message | ✅ | ✅ | — | — |
| Payment Method | ✅ | ✅ | ✅ | ✅ |
| Notification Pref | — | ✅ | ✅ | — |
| Booking Request | ✅ | ✅ | — | ✅ (cancel) |
Notes
The portal is accessible from any browser — desktop or mobile. No app download required. Contractors control which portal features are visible to customers via Settings → Customer Portal → Feature Flags. The portal URL is portal.[yourdomain].com — DNS setup is handled during onboarding.