The customer portal
What your customers see when they sign in, and how to give them access.
Each contact can sign in to your customer portal at your workspace address. There they can:
- view and download their invoices, estimates and proformas
- accept or decline estimates and proformas
- see payments and statements
- read and sign contracts, and follow projects you share with them
- Open the customer, go to Contacts and edit the contact.
- Set a password for them, or send them the email to set their own.
- They sign in at tologistiko.com/signin by choosing the customer portal option and typing your workspace name.
Didn't find what you were looking for?
Email us or call us and we'll answer as soon as we can. Mention your workspace name so we can help faster.