- 1
make sure invoices and bookings are linked to the customer record
for the portal to surface their stuff, every invoice and booking needs to be tagged to the right customer (matched by email). pawpaw handles this automatically when you pick a client from the list.
- 2
show customers it exists
the most common reason customers don't use the portal is they don't know it's there. mention it on every invoice email ("see all your invoices anytime at {{portal_link}}") and after every job ("rebook anytime from your portal").
- 3
watch the support load drop
track "where is my invoice from august?" type calls before and after enabling the portal. for most operators, those calls drop by 60–80% within a month — customers find their stuff faster than they could ask you.
tipthe portal works best when at least 3 sections have data on them. an empty portal feels broken. seed it with a few historical invoices the first time a customer logs in.
still stuck?
we respond to every message within 24 hours.