4 guides
Client Portal
Send portal invites so clients can view notes, sign digitally, and track waste.
Client Portal OverviewGive clients a secure self-service view of their waste records, notes, invoices, and upcoming collections.Read guide Portal DashboardNavigate the client-facing portal tabs: Overview, Collections, Notes, Invoices, and Containers.Read guide Signing Notes via the PortalHow clients view and review waste transfer notes through the Client Portal.Read guide PIN Access & SecurityHow the 4-digit PIN system works, including lockouts, sessions, and revoking access.Read guide