Diamond Operations Pro
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Client Portal

client portal customers payments invoices

Client Portal

The Client Portal gives your customers secure access to:

  • Their job history
  • Upcoming jobs
  • Photos and checklist records
  • Invoices
  • Batch invoices
  • Payments and transactions
  • Outstanding balances
  • Service history per property

This allows your clients to stay informed without needing calls, texts or manual follow-ups.

1. How Customers Log In

Customer users log in with:

  1. Username (assigned from the Customers module)
  2. Email verification code
    • The system sends a one-time 6-digit code to the customer’s email
    • No password is required
    • Works for all user types (Owner, Office, Employee, Customer)

The portal is accessible from the login page of your DOP platform.

2. How Customer Accounts Are Created

Customer accounts are created from:

Sales → Customers → (Select Customer) → User Panel

  • Create username
  • Assign role: Customer
  • The system automatically sends credentials if you choose “Send Credentials”

Once the user is saved, they can log in anytime using the email verification code.

3. What Customers Can See in the Portal

Once inside the Client Portal, customers access their complete operational dashboard.

The portal includes:

  • Dashboard summary
  • Jobs
  • Invoices
  • Batch invoices
  • Transactions
  • Properties
  • Photos & checklist files
  • Notes (optional—internal or customer-facing depending on configuration)

This gives customers full transparency and reduces support requests.

4. Client Dashboard Overview

The dashboard shows real-time metrics:

✔ Completed Jobs

All jobs finished for that customer.

✔ Pending Jobs

Scheduled jobs awaiting service.

✔ Total Revenue

Total amount invoiced to that customer.

✔ Receivable Jobs

Unpaid jobs linked to pending invoices.

✔ Bad Debt Jobs

Jobs marked as uncollectible or unrecoverable.

✔ Revenue Stream

A monthly chart showing billing trend over time.

Customers instantly understand their service volume, payment history and outstanding obligations.

5. Jobs in the Client Portal

The Jobs tab shows:

  • Job date
  • Property name
  • Status:
    • Pending
    • On the Way
    • Started
    • Finished
  • Services included
  • Assigned team
  • Notes
  • Job total
  • Files (photos, documents)

Clients can open any job to see:

Job Details

  • Scheduled date/time
  • Assigned employees
  • Checklist completion
  • Before/after photos
  • Internal notes (if visible)
  • Property information

Property Integration

Jobs show the property details:

  • Address
  • Access notes
  • Description

6. Invoices in the Client Portal

The Invoices tab shows:

  • Invoice number
  • Date
  • Job(s) included
  • Property
  • Subtotal
  • Tax
  • Card fee (if enabled)
  • Total
  • Payment status

Clients can:

✔ View invoice

Full invoice with logo, company info, line items and totals.

✔ Pay invoice online

Available payment methods:

  • Credit/debit card
  • ACH bank transfer
  • Stripe-hosted checkout
  • With fees automatically calculated based on your settings

✔ Download invoice PDF

For their bookkeeping or accounting teams.

7. Batch Invoices

Customers also see their consolidated batch invoices.

Batch invoices include:

  • Full list of invoices
  • Dates
  • Services
  • Properties
  • Payments applied
  • Fees
  • Taxes
  • Final total

Customers can:

  • View the PDF
  • Pay the batch in one payment
  • Download the full summary

Perfect for clients with multiple monthly services (PMs, investors, Airbnb hosts).

8. Payments & Transactions

The Transactions tab shows:

  • Payment amount
  • Date
  • Method:
    • Card
    • ACH
    • Cash
    • Check
    • Bank transfer
    • Zelle
  • Status:
    • Completed
    • Pending
    • To Approval (manual payments)

Customers can download receipts or request corrections.

9. Properties

The Properties tab shows all service locations for the customer:

  • Property name
  • Type (Residential, Business, Pool)
  • Address
  • Notes
  • Job history for each property
  • Invoices linked
  • Files and photos related to that property

This is especially useful for:

  • Vacation rental hosts
  • Property managers
  • Commercial clients with multiple buildings

10. Files: Photos & Checklists

Customers can see the visual proof attached to each job:

  • Before & after photos
  • Damage reports
  • Notes
  • Completed checklists

This builds trust and reduces disputes.

11. Notifications

Customers receive notifications when:

  • An invoice is generated
  • A batch invoice is ready
  • A job is completed (optional)
  • A payment is recorded
  • Login verification is requested

12. Benefits of the Client Portal

For your customers:

  • Transparency
  • Easy payments
  • Accountable reporting
  • Full history in one place

For your business:

  • Fewer calls and emails
  • Less billing confusion
  • Faster collections
  • Professional presentation
  • More trust in your brand

13. Related Modules

  • Customers
  • Properties
  • Invoices
  • Batch Invoices
  • Payments
  • Jobs
  • Users & Roles