Docs / The customer portal

The customer portal

What homeowners see, how magic-link authentication works, paying invoices, and requesting a visit.

What clients see

A walkthrough of the portal from a homeowner's perspective. Branded to you, not to Servicio.

5 min

Magic-link authentication

How the passwordless login flow works, session duration, and troubleshooting.

5 min

Paying invoices

Card on file, one-click pay, ACH, receipts, and partial payments from the client's perspective.

4 min

Requesting a visit from the portal

The booking-request flow, as the client experiences it.

3 min