> ## Documentation Index
> Fetch the complete documentation index at: https://developers.novala.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Give customers self-service access with the Customer Portal

> Share inspection reports, invoices, compliance documents, and proposals through a branded portal your customers log into directly.

The Customer Portal is a separate, customer-facing website where your clients can log in to view their records, download documents, and respond to proposals. It runs on your portal URL and is branded with your company information. Customers don't need a Novala account — they use their own portal credentials.

## What customers can access

<CardGroup cols={3}>
  <Card title="Inspection reports" icon="file-magnifying-glass">
    View and download completed inspection reports and findings, including PDF exports.
  </Card>

  <Card title="Invoices" icon="file-invoice-dollar">
    View outstanding and paid invoices. Customers can see amounts, due dates, and payment status.
  </Card>

  <Card title="Compliance documents" icon="shield-check">
    Access compliance records and track upcoming or overdue inspection requirements.
  </Card>

  <Card title="Contracts" icon="file-signature">
    Review active and historical service contracts and agreements.
  </Card>

  <Card title="Proposals and quotes" icon="file-lines">
    View proposals sent to them and respond — accepting or declining — directly from the portal.
  </Card>

  <Card title="Equipment records" icon="wrench">
    Browse their equipment inventory, including inspection history and warranty status for each asset.
  </Card>

  <Card title="Work orders" icon="clipboard-list">
    View scheduled and completed work orders, including technician notes and service details.
  </Card>

  <Card title="Warranties" icon="shield">
    Access warranty records for covered equipment, including policy numbers and expiration dates.
  </Card>

  <Card title="Service requests" icon="headset">
    Submit new service requests directly from the portal, which create records in Novala for your team to action.
  </Card>
</CardGroup>

## Grant a customer portal access

You can invite a customer to the portal from two places:

<Tabs>
  <Tab title="From Settings">
    <Steps>
      <Step title="Go to Settings → Users">
        Navigate to **Settings → Users** in the left sidebar.
      </Step>

      <Step title="Invite a portal user">
        Click **Invite Portal User** and enter the customer's email address and the company they belong to.
      </Step>

      <Step title="Send the invitation">
        Click **Send Invite**. The customer receives an email with a link to set their password and access the portal.
      </Step>
    </Steps>
  </Tab>

  <Tab title="From a record">
    <Steps>
      <Step title="Open the relevant record">
        Open an invoice, inspection report, contract, or other record you want to share with the customer.
      </Step>

      <Step title="Share via portal">
        Click **Share** or **Send to Portal** (where available). If the customer doesn't have portal access yet, you'll be prompted to invite them at the same time.
      </Step>
    </Steps>
  </Tab>
</Tabs>

<Note>
  Portal users can only see records associated with their company. They cannot view other customers' data.
</Note>

## How customers log in

Customers visit your portal URL — provided in their invitation email — and log in with their email and password. If it's their first time, they'll use the link in the invitation to set a password before logging in.

If a customer loses access, you can resend the invitation or reset their access from **Settings → Users**.

## What customers can do in the portal

The portal is primarily read-only. Customers can view and download their records. There are two exceptions where customers can take action:

* **Proposals**: Customers can accept or decline a proposal directly from the portal.
* **Service requests**: Customers can submit a new service request, which creates a lead or work order in Novala for your team to pick up.

## Branding

The portal displays your company name and logo. To update these, go to **Settings → Branding**. Changes apply immediately to the portal.

<Tip>
  Include your portal URL in invoices, reports, and email communications so customers know where to find their documents without needing to contact you.
</Tip>