Client Login in BytePhase: How to Set Up the Customer Portal
What Is Client Login in BytePhase?
Client login is the customer portal built into BytePhase repair shop management software. Once you create a customer account, that customer gets a personal login where they can track every job, request a pickup, and view invoices without calling or messaging your shop for updates.
How to Set Up Client Login for a Customer
An employee or admin creates the customer account first. Open the Customers tab in the sidebar and click the plus (+) button.
Fill in the customer’s details in the form that appears, then choose a notification channel (email, SMS, or WhatsApp) to send them an account activation link.
Click Create and the customer account is set up. You’ll be redirected to their profile, where you can manage everything related to that customer — jobs, sales, payments, and pickups — from one place.
The customer then receives an activation email like the one below, with a link to set up their own login.
What Customers Can Do After Logging In
Customers open their account through that activation link. Here’s what they see once logged in to the BytePhase client portal.
- A full list of their jobs, quotations, sales, job sheets, invoices, and pickups
- The ability to add a comment to any job
Customers can also track job progress in real time. Opening a job from the overview page shows its full status history, so they always know where their repair stands.
That’s how client login works in the BytePhase customer portal. Every customer gets self-service access from day one — start your free 15-day trial, no credit card required.
