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Customer Portal

Customer-facing features for proposal approval and payment

Customer Portal

DrillerDB includes a customer portal where your customers can approve proposals and pay invoices.

Quick Start: Send Customer Portal Link

  1. Create or open a proposal/invoice
  2. Click Send or Email
  3. Customer receives email with secure link
  4. Customer clicks link to access portal
  5. Customer can approve, comment, or pay

No customer account required. Customers access the portal through secure, time-limited links sent via email. This reduces friction and speeds up the approval process.

Features

FeatureDescriptionCustomer Action
Proposal ApprovalReview and approve quotesClick "Approve" or add comments
Invoice PaymentsPay with card or ACHEnter payment details
Document AccessView well logs, photos, reportsDownload PDFs
Quote WidgetRequest quotes from your websiteFill out form

Customer Experience

When you send a proposal or invoice, customers receive an email with a secure link to:

  1. View the proposal/invoice details
  2. Review line items and pricing
  3. Approve or request changes
  4. Make payments online

Step-by-Step: Process a Customer Approval and Payment

  1. Send proposal and invoice links from the project
  2. Confirm customer received the email link
  3. Monitor approval status and customer comments
  4. Follow up on pending approvals before due dates
  5. Reconcile received payments in billing workflows

Security Features

  • Token-based access - Unique, time-limited links for each customer
  • No account required - Customers access via email links
  • PCI compliance - Payment processing through Stripe
  • Audit logging - All access and actions tracked

Troubleshooting

Customer can't access link?

  • Check email wasn't marked as spam
  • Verify link hasn't expired
  • Generate new portal link if needed

Payment failing?

  • Customer should verify card details
  • Check if card is expired or blocked
  • Try different payment method

Documents not appearing?

  • Verify documents are published to portal
  • Check document visibility settings
  • Allow time for sync after upload

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