Customer Portal

Share data with your customers to view and update.

Customer portals are powerful tools to share data with your customers and collect the customer data you need.

This Knack customer portal lets your customers log in to access their own data. Customer view their service requests and invoices, and request new services.

Business Managers have their own dashboard where they manage all customer data, review services, and add invoices.


Customers log in to their own dashboard where they view their invoices and request services. Customers review service and invoice history, and see which invoices are pending payment. Business Managers have their own log in to view all customers and pending services.

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  • Customers login to view invoices and requests services.

  • Business Managers view customers and manage service requests.

Who uses the Customer Portal?

  • Businesses who want their customers to request services and manage billing online.
  • Agencies and Consultants who want to share and collaborate with customers.

Key Features

  • This template works with service requests and invoices, but you can customize the app to work with your custom data.

  • When each customer logs into the customer portal, they will only see the data connected to their customer account.

  • Approvals, notifications, and permissions can all be integrated into your customer portal, so your customers can participate directly in your business processes and workflows.

  • Optionally add E-commerce features to accept payments from your customers

  • Embed the customer portal right into your website so your customers don't even have to leave your site.

About this template

Knack is an easy to use custom online database platform. This means you can completely customize this template and add features to meet your exact needs. If you need something even more customized you can build your app from scratch.

What's next?