> ## Documentation Index > Fetch the complete documentation index at: https://help.fieldpulse.com/llms.txt > Use this file to discover all available pages before exploring further. # Customer Portal Experience Overview > See the FieldPulse customer portal the way your customer does, tab by tab, from job status and estimates to invoices, payments, and new work requests. > **Who uses this:** An Admin enables the customer portal and controls what appears in it through Customer Portal Permissions in Company Settings; each customer opens their own portal link without a FieldPulse user account. **Availability:** All regions · the customer portal must be enabled for the account in Company Settings > Features & Plugins. The customer portal is a self-service page where your existing [customers](https://www.fieldpulse.com/features/customer-management) review their jobs, [estimates and invoices](https://www.fieldpulse.com/features/estimates-and-invoices), and [payments](https://www.fieldpulse.com/features/fieldpulse-payments) without calling your office. This page walks through the portal exactly as your customer sees it, tab by tab, so you know what a customer can view, edit, and act on before you send the link. ## Overview The customer portal gives an existing customer one page that holds their history with your business. The customer opens their personal portal link, lands on their own contact details, and moves between tabs across the top of the page to check job status, open estimates, download invoices, review payment history, and request new work through your booking portal. The portal can show up to eight tabs: **My Info**, **Submit Request**, **My Jobs**, **My Projects**, **My Estimates**, **My Invoices**, **My Payments**, and **My Assets**. Which tabs a customer actually sees depends on your Customer Portal Permissions settings, and those settings apply to every customer on your account. When the portal is doing its job, a customer opens their link and finds current job status, their estimates and invoices, and their payment history without calling your office. To set up the customer portal — enabling it, choosing what customers can see, and sharing each customer's link — see [Customer Portal Overview](/customers/customer-portal/customer-portal). ## How it works The customer works through the portal one tab at a time. The sections below cover each tab and what the customer can do in it. ### My Info The customer sees the contact details you have on file for them. When **Allow profile updates** is on, the customer selects any field, makes changes, and saves them with **Save Changes**. The My Info tab in the customer portal showing the customer's contact details ready to edit ### Submit Request The **Submit Request** tab opens your booking portal in a new browser tab, where the customer requests a new job or service. What the customer can request there comes from your booking portal setup — the services you list, the time slots you offer, and whether a deposit is required. The Submit Request tab in the customer portal opening the booking portal ### My Jobs The **My Jobs** tab lists the customer's open jobs with the date, time, and status of each one. Selecting a job shows the job details along with any files attached to it, which the customer can view and download. The My Jobs tab listing the customer's open jobs with date, time, and status ### My Projects The **My Projects** tab lists the customer's open projects with the date, time, status, and completion percentage of each one. Selecting a project shows the project details along with any files attached to it. The My Projects tab listing the customer's open projects with status and completion percentage ### My Estimates The **My Estimates** tab lists every estimate on the customer's account with its status, sent date, expiration date, and total amount. The customer can open, download, print, and accept an estimate from this tab. The My Estimates tab listing estimates with status, sent date, expiration date, and total amount ### My Invoices The **My Invoices** tab lists every invoice with the invoice date, due date, amount paid, and balance due. Opening an invoice displays it as a PDF the customer can view, download, or print. The My Invoices tab listing invoices with invoice date, due date, amount paid, and balance due ### My Payments The **My Payments** tab is the customer's complete payment record with you, including the date and payment method for each payment. The My Payments tab listing the customer's payments with date and payment method ### My Assets The **My Assets** tab lists the asset records tied to the customer, including the update history on each asset and any files attached to it. ## Settings reference Three settings change what a customer meets on the portal. | **Setting** | **What it controls** | | ----------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | **Password protection** | Whether the customer must register with an email address and create a password before opening the portal. You choose this per customer when you copy their portal link. | | **Comments display** | Whether comments left on jobs and projects are visible to the customer on the related record. | | **Tab visibility** | Which tabs and details appear — jobs, projects, estimates, invoices, payments, assets, profile editing, and the booking request link — set in Company Settings > Customer Portal > Customer Portal Permissions. | ## Notes & limitations * The **Submit Request** tab hands the customer off to your booking portal. What the customer can request there depends on how the booking portal is set up — see [Setting Up the Booking Portal](/jobs/booking-portal/booking-portal-setup) and [Booking Portal Experience Overview](/jobs/booking-portal/booking-customer-view). * Customer Portal Permissions apply globally to every customer on your account. You cannot show one tab to one customer and hide it from another. * Every toggle in Customer Portal Permissions defaults to on for new accounts, so a new portal shows all tabs and details until you turn something off. ## FAQs ### Can a customer accept an estimate from the customer portal? Yes. The **My Estimates** tab lets the customer open, download, print, and accept any estimate on their account. ### Can a customer edit their own contact details in the portal? Yes, when **Allow profile updates** is on. The customer edits the fields on the **My Info** tab and saves them with **Save Changes**. With the toggle off, the details are read-only. ### Why is a customer missing one of the portal tabs? Tab visibility comes from Customer Portal Permissions in Company Settings, so a missing tab means the matching toggle is off for your whole account. See [Customer Portal Overview](/customers/customer-portal/customer-portal) for the full list of toggles. ### Do customers need a password to open the portal? Only when you share the password-protected version of their link. The customer then enters an email address and creates a password on the first visit, and signs in on every visit after that. See [Customer Portal Overview](/customers/customer-portal/customer-portal) for how to copy either link. ## Related articles * [Customer Portal Overview](/customers/customer-portal/customer-portal) * [Booking Portal Overview](/jobs/booking-portal/booking-customer-view) * [Setting Up the Booking Portal](/jobs/booking-portal/booking-portal-setup) * [Setting Up Email & SMS Templates](/customers/communications/message-templates) ## Related topics - [Customer Portal Overview](/customers/customer-portal/customer-portal.md) - [Customer Portal](/customers/customer-portal/index.md) - [Booking Portal Overview](/jobs/booking-portal/booking-customer-view.md) - [Setting Up the Booking Portal](/jobs/booking-portal/booking-portal-setup.md)