{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/1159252ebc03404f9f43f3585814c502\" frameborder=\"0\" width=\"1920\" height=\"1440\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1440,"width":1920,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1440,"thumbnail_width":1920,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/1159252ebc03404f9f43f3585814c502-802c85c847903e94.gif","duration":582.677,"title":"Customer Portal Setup and Features Walkthrough","description":"This Loom explains how the customer portal works and what customers can see after notifications like appointment emails and bids. The portal only displays items that have already been emailed and are not in draft mode, and it shows upcoming appointments with confirmation and calendar add options, plus WiseTAC pre-qualification when included. Accepted bids can generate invoices inside the portal based on a setting, and if Contractor Accelerator payments are enabled, customers can make payments from the portal with statuses updating from not paid to pending and then paid after funding, with current behavior showing not paid until marked paid in the software later this summer. The presenter also shows how portal visibility for uploaded files is controlled via a Yes or No setting, and how company profile settings can enable the portal by default and hide the invoice section."}