Service Geeni

How the Customer Web Portal and User Settings are applied.

Customer Web Portal - Users Settings

Sending Information to you customer about login to Web Portal

Sending Information to your customer about the Customer Web Portal

Learn how to log in, navigate, and use the Customer Web Portal

Customer Web Portal : How to use

Service Contract Invoices Report – Invoices Module

Service Contract Invoices Report

Hire Contract Invoices Report – Invoices Module

Customer Web Portal: Hire Contract Invoices Report

Customer Web Portal: Job Invoices Report

Sales Order Invoices Report – Invoices Module

Customer Web Portal: Sales Order Invoices Report

Miscellaneous Invoices Report – Invoices Module

Customer Web Portal: Miscellaneous Invoices Report

Customer Web Portal Reports: Historical Jobs

Greg Mandy

Arnold E. Garcia

Customer Web Portal

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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