ezBusiness Suite
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Coming Soon

myCustomer’s Portal

Customer access to approved job updates using shared records and Notifications. The complete financial portal is still in development.

🧩Meet myCustomer’s PortalConcept preview
Meet myCustomer’s PortalCustomer access to approved job updates using shared records and Notifications. The complete financial portal is still in development.Concept preview
🧩What you can doConcept preview
What you can doPrepare a reviewed invitation draft for an authorised customer contact · Publish customer-safe updates from existing jobs · Revoke access or disable the portal while retaining records · Read and silence permitted customer updates using shared NotificationsConcept preview
🧩How it fits your dayConcept preview
How it fits your dayOpen Customer portal at /customer-portal; owner sharing at /customer-portal/manage, complete the guided information, then review the result before any important action.Concept preview
🧩Just ask naturallyConcept preview
Just ask naturallyOpen myCustomer’s PortalConcept preview
🧩Controls you can trustConcept preview
Controls you can trustCustomers use verified Suite identities and current customer grants, never staff membership. Owners confirm their password for enabling, inviting, publishing and revoking. Installing the plugin publishes nothing or sends no email. Coming soon for general use. This first private access slice requires migration 153 and release acceptance. Recipient-only email verification requires platform SMTP/app-key configuration and real delivery acceptance. Granular quotes/tasks, invoice/payment/statement publication, account recovery and external job-update email/SMS/push delivery are not complete. Saved channel preferences do not activate delivery. Share invitation drafts only through the intended verified email contact. Broader Suite/Buddys compatibility needs separate implementation evidence.Concept preview

What it does

Customer access to approved job updates using shared records and Notifications. The complete financial portal is still in development.

Works with

ezTradie · ezTrade

Included

  • Owner-controlled customer access
  • Current and previous published jobs
  • Shared customer bell and retained update history
  • Per-provider notification preferences
  • Invoices, payments and statements — in development

How it works

  • Prepare a reviewed invitation draft for an authorised customer contact
  • Publish customer-safe updates from existing jobs
  • Revoke access or disable the portal while retaining records
  • Read and silence permitted customer updates using shared Notifications

Example requests

  • Open myCustomer’s Portal

Setup

No other plugin is required.

Privacy & access

Customers use verified Suite identities and current customer grants, never staff membership. Owners confirm their password for enabling, inviting, publishing and revoking. Installing the plugin publishes nothing or sends no email.

Important limit

Coming soon for general use. This first private access slice requires migration 153 and release acceptance. Recipient-only email verification requires platform SMTP/app-key configuration and real delivery acceptance. Granular quotes/tasks, invoice/payment/statement publication, account recovery and external job-update email/SMS/push delivery are not complete. Saved channel preferences do not activate delivery. Share invitation drafts only through the intended verified email contact. Broader Suite/Buddys compatibility needs separate implementation evidence.