# Client Portal sap 0000105054 AAN952281 Give your customers a premium, branded experience with real-time system monitoring, instant messaging, document access, and more—all under your brand. ## What is the Client Portal? The Client Portal is a dedicated dashboard where your customers can: - View their solar proposals and quotes - Track their project progress - Monitor their installed solar system's performance in real-time - Message your team directly - Access important documents - Manage referrals and earn rewards - View invoices and payments ## Key Features ### Complete Brand Customization Make the portal truly yours: - **Your Logo** - Upload and display prominently - **Your Colors** - Match your brand palette via [[settings/Theme Settings|Theme Settings]] - **Custom Domain** - Use your own domain via [[settings/Domain Settings|Domain Settings]] - **White Label** - No Powerlily branding visible to clients ### Real-time Production Monitoring For installed systems, clients can see: - **Live Generation** - Current power output in real-time - **Daily Production** - Today's energy generated - **Monthly Totals** - Month-to-date production - **Lifetime Stats** - Total system performance - **CO₂ Savings** - Environmental impact - **Financial Savings** - Money saved on electricity Supports integration with: - Enphase systems - SolarEdge systems ### Instant Messaging & Support Direct communication channel: - **Chat Interface** - Message back and forth - **File Sharing** - Share photos and documents - **Read Receipts** - Know when messages are seen - **Team Responses** - Any team member can respond - **Notification System** - Never miss a message ### Document Access Centralized document hub: - **Proposals & Quotes** - View interactive proposals - **Contracts** - Access signed agreements - **Permits** - Download permit documents - **Warranties** - Store equipment warranties - **Manuals** - Installation and operation guides - **Invoices** - View payment history ### Referral Program Built-in referral system: - **Unique Referral Link** - Each client gets their own - **Referral Tracking** - See who they've referred - **Reward Management** - Track referral incentives - **Easy Sharing** - Share via email, text, or social ## Client Experience ### Dashboard Upon login, clients see: - **Welcome Message** - Personalized greeting - **System Overview** - Quick stats - **Recent Activity** - Latest updates - **Quick Actions** - Common tasks - **Navigation** - Easy access to all features ### Tabbed Interface Organized sections: - **Files Tab** - All shared documents - **Quotes Tab** - Proposals and options - **Systems Tab** - Installed system monitoring - **Referrals Tab** - Referral program - **Messages** - Direct communication ### Mobile Friendly Fully responsive design: - Works on phones and tablets - Native app feel - Easy navigation - Touch-optimized ## Setting Up Client Portal Access ### Inviting Clients Two ways to give clients access: **1. Automatic Invitation** (During client creation) - Create customer account - Choose to send invitation immediately - Client receives email with credentials **2. Manual Invitation** (From client profile) - Go to client's profile page - Click "Send Invitation" - Client receives email with credentials ### Client Registration Clients can also self-register: - Use your contact form - Mark "Create Portal Account" - They receive instant access - Appear in your clients list ### Managing Access Control client portal access: - **Enable/Disable** - Turn access on/off - **Resend Invitation** - If they lost credentials - **Reset Password** - Help with login issues - **Link Quotes** - Associate quotes with client account - **Link Systems** - Connect installed systems ## Benefits for Your Business ### Reduced Support Calls Clients can: - Check production themselves - Access documents without asking - Get answers from [[Knowledge Base/Knowledge Base|Knowledge Base]] - Message instead of calling ### Professional Image Portal demonstrates: - Modern technology - Customer-first approach - Transparency - Ongoing support commitment ### Client Retention Keep clients engaged: - Regular portal visits - Production monitoring - Referral opportunities - Ongoing relationship ### Upsell Opportunities Portal enables: - Easy communication for upgrades - Display additional services - Referral generation - Future project discussions ## Best Practices ### Onboarding Set clients up for success: - Send invitation promptly after sale - Provide login instructions - Show them key features - Upload important documents ### Communication Use messaging effectively: - Respond promptly - Share system updates - Celebrate production milestones - Request referrals at right time ### Document Organization Keep portal organized: - Upload documents promptly - Use clear file names - Remove outdated files - Keep proposals accessible ### Monitoring Stay proactive: - Check for system issues - Contact clients if production drops - Celebrate high production months - Address concerns quickly --- **Next:** Learn about [[Fleet Management]] for monitoring all your installed systems.