The customer portal, and how customers sign in
Each customer gets one link to everything about their move — and signs in without a password.
- Find it in
- The portal button in your customer emails
What customers can do
- See their move, its status and what’s been paid.
- List their items room by room, picking from your catalog.
- Choose their valuation coverage.
- Pay the deposit or the balance online — by card, Apple Pay, Google Pay or PayPal, and the balance by bank account (ACH) too.
- Message you, photos included — their messages land in the job’s chat.
- Open their signed agreement and, after move day, the final invoice.
- Storage customers see and pay their storage invoices in the same place.
How sign-in works
There’s no password to forget. Customers sign in with a six-digit code by text, or with one tap from their email. For their privacy, the code goes only to the phone number and email on their request.
The sign-in page shows a hint of the contact details on file — like m•••[email protected] — so customers know which phone or email to use. If someone has since changed their number or prefers another email, update it on their job, and the next code goes there.
Good to know
The emails customers get from you carry a button to their portal, so they’re always one tap from their move.
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