Client Portal
Give your clients secure, self-service access to their own documentation. No login required - just share a link.
How It Works
1. Generate Token
Create a unique access token for the client from their profile page.
2. Share Link
Send the portal link to your client via email, text, or save it in their records.
3. Client Views
Client clicks the link and sees their documentation - no login needed.
What Clients Can See
Portal Navigation
- Sites
- Equipment
- Runbooks
- Electrical
- Plumbing
- HVAC
Documentation View
Clients see a clean, read-only view of their documentation including:
- All sites and locations
- Equipment inventory with model numbers and service history
- Electrical panel layouts and circuit directories
- Plumbing fixture locations and shutoff valves
- HVAC unit specs and maintenance records
- Runbooks and procedures you've created for them
What Clients Cannot See
- Credentials: Passwords, access codes, and API keys are never shown
- Internal Notes: Private notes marked as internal-only
- Other Clients: Complete data isolation - clients only see their own data
- Pricing/Billing: Your costs and pricing information
Managing Portal Access
Generating a Token
- Go to SP Dashboard → Clients
- Select the client
- Click Generate Portal Access
- Set expiration (30 days, 90 days, 1 year, or custom)
- Copy the generated link
Token Expiration
Tokens can be set to expire after a specific period for security:
- 30 days: Good for project handoffs
- 90 days: Standard access for active clients
- 1 year: Long-term clients with ongoing service
- Custom: Set any expiration date
Revoking Access
You can revoke a client's portal access at any time:
- Go to the client's profile
- Click Revoke Portal Access
- The token is immediately invalidated
Use Cases
Property Management
Give property managers access to maintenance documentation for their buildings.
Homeowner Handoff
Share documentation with homeowners after completing an installation.
Business Clients
Let IT managers view their network documentation without full system access.
Contractor Coordination
Share relevant documentation with other contractors working on the same site.
Pro Tip
Include the portal link in your project handoff documents or final invoices. Clients appreciate having easy access to their documentation after the job is complete.