The Client Portal is a private website your clients sign in to. It lives at its own web address, carries your company name, logo and colors, and lets each client see their own invoices, service history, upcoming jobs and properties — and pay you online, without calling the office.
This section covers the office side of the portal: what the module includes, what it costs, how to add it to your subscription, how to choose your web address, and how to configure what clients see and invite them in. What your clients actually see once they sign in is covered in Section 29 — Client Portal (Client Experience).
- A separate website from the PSS web app your office and technicians use. Your staff keeps signing in at PSS as always; clients only ever see the portal.
- Reached at
https://yourname.poolportal.app, where yourname is a name you choose (see 21.7). - Invitation-only. Nobody can create an account on their own. A client only gets in after you send them an invitation and they set a password.
- Scoped to one client. Every client sees only their own records — their invoices, their properties, their visits.
- Branded to your company. Your logo, your two brand colors, and your own contact details appear throughout.
Note: The portal is an add-on module, not part of any base subscription plan. It has to be added to your subscription before any of it works — including the free plan. See 21.3. Adding it starts a 60-day free trial during which there is no limit on how many clients you can invite (21.3).