Set your Customer Portal heading and URL
Customer Portal settings control the portal where customers view quotes, approve work, see invoices, and pay online. The page opens with an Enable Customer Portal switch: turn it on and select Save to bring the portal online and reveal the configuration cards below. Turning it off and selecting Save takes the portal offline for all customers until you turn it back on - your settings are kept, and turning it off asks you to confirm first.
Under Branding, the Portal heading is the title customers see when they land in the portal (up to 80 characters). The same configured heading appears at every brand-specific portal URL; the brand's name, logo, and color still match that URL.
Under Portal URL you replace the default base address with a memorable slug after your portal prefix (shown on the page, e.g. grow.withessential.com/customer-portal/) - use 3 to 40 lowercase letters, numbers, and hyphens, starting and ending with a letter or number.
As you type, a banner shows whether the slug is Available or already in use. Below it, Essential lists a separate live URL for the default Business Profile brand and every additional brand currently assigned to an office. The default brand keeps the original business-level URL; additional brands get their own URL. Copy and share the URL for the brand that customer should see, or open it in a new tab to check it. Several offices can share one brand and therefore one portal URL. The URL determines the brand automatically, so customers are never asked to choose one. Branding and Portal URL each have their own Save.
The Customer-facing sections card on the same page controls whether customers can see Paid invoices, Signed quotes, and Asset group information in the portal. Turning one off hides that section for every customer. Action Required items, upcoming services, service history, shared files, and portal users still follow the portal's normal access rules.
Where to find it: Settings -> Customer Portal, the Branding and Portal URL cards
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