Enabling Portal Access
Go to Customers › Contacts.
Edit the contact and check Customer Portal Access
Click Save – they’ll receive an invite email.
Customer Login
Customers click Accept Invitation, set a password, and verify their email.
They can log in anytime at portal.shopview.com or your branded URL.
Inside the Portal
Customers can:
View Invoices – open, download, or add a PO number.
View Vehicles – see VIN, service history, and status.
Approve Work – approve/decline lines with comments.
Update Profile – change password or theme.
Notifications
Event | When Sent |
Invite to Portal | When access is enabled |
Work Approval Request | When a work order is sent for review |
New Invoice Ready | When an invoice is created |
All emails are shop-branded and link straight to the portal.
Portal Settings (for Shops)
Setting | Description |
Name | Display name shown to customers |
Brand Styling | Applies your logo & colors to portal/emails |
Allow PO Number | Lets customers add/edit PO on invoices |
Approval Notifications | Sends shop emails for customer approvals |
Recipients | Email addresses that receive those alerts |
Sync & Notes
Approvals instantly update the work order in ShopView.
Shops get an email summary (e.g. “5 lines approved, 2 declined”).
Editing a work order later requires re-sending to the portal.
Approval & Service Request Counter
The Customer Portal shows a counter in the navigation when approvals or service requests need attention. Customers immediately know when action is required, helping prevent missed approvals and delays.
Service Request Status Management
Shops can now update service request statuses at any time, including reopening, responding, or closing requests. Customers are automatically notified whenever the status changes.
Service Advisor Visibility in Customer Portal
Customers can see the assigned Service Advisor for their work orders, including name and contact details. Portal notifications are also sent directly to the assigned advisor, reducing noise and improving response times.
Approval Timestamps in Customer Portal
Approval dates in the Customer Portal include time, making it easier to tell multiple approvals or revisions apart on the same day. Improving clarity and helping everyone track the most recent actions accurately.
Digital E-Signatures for Customer Approvals
Customers can now digitally sign work order approvals directly in the Customer Portal. Signatures are securely stored with the approval record, providing stronger authorization for high-value repairs.
Requesting Service
Customers can request service directly from their Assets page in the Customer Portal.
Shops can accept, respond to, or close requests, with automatic email notifications keeping both sides informed throughout the process.
Single Sign-on via Google SSO
Customer contacts can now sign in to the Customer Portal using Google Single Sign-On. This makes access faster, easier, and more secure without needing another password.
FAQ
Question | Answer |
What happens if I disable portal access? | The contact immediately loses login rights and can no longer access the portal. |
Can multiple contacts share an email? | No. Each contact must have a unique email address to register. |
What happens when I update a Work Order in ShopView | Editing a work order requires re-sending to the portal for customer approval. |
Do changes in ShopView update automatically? | Yes. Syncs run on login and periodically in the background. |
is there anyway the client can pay me directly through the email? or via Portal? | No your customer cannot pay via email link neither via portal. |