Copy a controlled customer page so they can see progress, approve an estimate, confirm an appointment and acknowledge completed work.
The customer job page is a website link. It is not an app screen. Anyone with the link can see that customer’s open jobs on this desk. Send it the same way you send a Queue visit link: only to that person.
You need Service and Business Manager open, a customer saved, and Customer job portal turned on in Setup. The page uses the MyStreetBiz header and footer. It is not the olive staff desk. Search engines are told not to index it.
Open Customers. Choose the person. Save customer if you just added them. Choose Copy customer page. The desk creates a private token for that customer if one does not already exist, copies the address, and says Customer page copied.
The address stays the same if you copy it again. Turning the portal module off does not delete the token. The jobs on the page are the ones still on this customer, not archived work.
Send the address in Messages, WhatsApp, or on paper. Do not paste it on a public listing.
The page shows the desk name and the customer name. Each job lists its stage, work status and deadline. If you set approval to Pending on the job, they see waiting for your approval and Approve estimate.
If you booked a visit, Appointments lists the time in the desk time zone. Confirm appointment writes that they agreed the slot. It does not move the visit.
If extra work is waiting, they see the change and the revised amount. Approve extra work clears that wait so you can continue the job. Completing a job that still has extra work pending is refused on the desk.
When you mark the job completed, they see Confirm it is done. That records their acknowledgement. It does not take payment.
Ask a question sends a task onto your desk titled with their words. It does not open Messages.
Open the job. Set Approval to Pending when you send an estimate. Create quote still opens Quotes & Invoices. The portal approval is the customer’s yes on this desk. Completing the job is refused while approval is pending. After they approve, or after you set Approved yourself, you can complete if the checklist is done.
Payment stays separate. Record a payment or link an invoice. Completing the job does not mark it paid. To collect on Today still lists completed unpaid work until a payment record says received.
Copy customer page again from the same customer. The token does not change. If you shared the wrong person, do not reuse that address. Add the right customer and copy from that record.
Staff with a technician role cannot open Setup or Customers. A desk person can copy the page. The owner can turn the module off if this business does not want customer access.
If the steps did not solve it, open a ticket from Help & support, or read the Safety Centre if something looks wrong.
