A contact pinned to a project can sign in to the customer portal with their own email or mobile number. On the project’s Overview, choose Send portal invite beside the contact. They see only that project: its invoices, bids, visits and a message thread about it, never the customer’s other projects or customer-wide records. When they request service, the request is filed against the project, its address is the service address unless they pick another, and the job you make from it lands on the project.
- See that the request is for the contact's project.
- See the project's address as the service address.
- Write a subject and details and send the request.
Interactive portal service request lesson, as a project's site contact, with simulated data.