How the customer portal works
The customer portal is the part of EyeOnTask your clients use. They sign in to it themselves, ask for work, watch it happen, and pay — without ringing the office to find out what is going on.
What a customer can do there:
- Send a request — pick a service, describe the problem, say when suits them, add photos
- Follow it — the visit, the technician on the way, the photos and report that come back
- Message the office on the request rather than by email
- Approve a quote, and pay an invoice where a payment gateway is connected
- See their equipment and the history of each unit
Everything they send arrives in Requests, where your office turns it into a job, a quote or an invoice as usual.
The two versions
Section titled “The two versions”There are two portals, and they are not the same product.
| What it is | |
|---|---|
| Customer Portal | The original portal, at …/en/customer/ |
| Customer Portal AI V2 | The current one, at …/en/customer-ai/ — the assistant box, the request steps, equipment, tracking and in-portal payment |
Both keep working, and both use the same logins. What changes is which link your customers are sent.
Which one your customers get
Section titled “Which one your customers get”Settings lists both, each with a switch. The one switched on is marked Live, and that is the portal your customers land on.
Turning one on opens a dialog that says what moves and what does not:
- Changes — the portal link on the client page, and the link in the Send credential to contact email
- Stays the same — both portals go on working, with the same logins
Yes, switch turns the other one off. There is always exactly one Live.
Companies that registered recently get V2 only. Their Settings list shows one row — Customer Portal AI V2, marked Live, with no switch — because there is nothing to choose between. The portal icon on a client’s page opens the V2 settings.
Links that were sent before the switch
Section titled “Links that were sent before the switch”A customer who opens an old portal link after you have gone Live on V2 is taken to the new portal automatically, with the same code — nothing you sent out stops working.
Where to go next
Section titled “Where to go next”| Page | What it covers |
|---|---|
| Customer portal settings | The settings screen: the menu, the live preview, and what each page controls |
| The landing page | What a visitor sees before signing in |
| Signing in and creating an account | How a customer gets in, and what happens when somebody signs up |
| Guest requests | Requests from people who have no account |
| The portal for signed-in customers | Home, requests, payments, equipment and tracking |
| Sending a request | The steps a customer works through |
| Booking amount | Money taken before the visit, and where it goes |
| Portal requests in the office | What arrives in Admin, and how you work it |