How can we help you?
The customer portal is very customizable and is formatted within your Aspire app. You are able to set color schemes, logos, as well as information that is viewable to the client.
Access to the customer portal is managed internally. You can invite as many or as few as you would like.
Yes. We offer an e-signature option in the portal as well.
Yes. There is a tab called "Issues" in the portal where your client can request service or report issues with services performed.
This is up to you. We offer the capability to view invoices, proposals, as well as issues, but you are able to customize these permissions when you format the portal.
Yes. To use this functionality you must first set up a merchant account with our partner payment processor, CardConnect.
Check out the frequently asked questions on electronic payments for more information.
Proposals stay in the portal until they are approved by the client or removed by you, the client is also able to continue to view proposals as work in progress until they are completed.
Invoices can be accessed until they are paid. Once invoices are paid, the client is still able to access these in a "paid the last six months" view or "all paid" view.