Customer Portal

The Customer Portal in Appliance.io is built to make the post-sale experience effortless. It gives customers direct access to their order details without needing a login or order number. From making payments to scheduling and tracking deliveries, the Customer Portal simplifies every step — providing a smooth, modern experience that keeps customers informed and satisfied.

To start, open the Quote page in Appliance.io.
Under the Salesperson section, you’ll find a small area for the Customer Portal.

Here, you can choose the payment option that best fits your customer:

Once selected, click Send Invoice to begin the process.
You’ll see a pop-up window where you can fill in details like:

Before sending, you can customize what’s included in the email:

When everything looks good, click Send.
The email is sent directly to the customer — and you can also share the Customer Portal link with them for quick access.

Once customers open the Customer Portal, they’ll start at the Payment step.

There are four secure payment methods to choose from:

Customers can pay instantly through their preferred method. After payment is confirmed, the portal automatically moves them to the next step — no manual updates needed.

After payment, the portal transitions to Delivery Scheduling.

Here, customers can choose their preferred delivery date from the available schedule.
Once confirmed, that delivery date becomes final — ensuring your logistics team can plan efficiently.

When done, customers just click Continue to move forward.

Once the order is routed, the Customer Portal automatically advances to the Delivery Tracking step.

Here, customers can view:

Everything updates automatically, giving customers full visibility into their delivery — without the need to call for updates.

When the delivery is successfully completed, customers will see an Order Confirmation page showing that their order is complete.
It’s a clean, satisfying finish that reassures customers their experience is handled from start to finish.

And that’s the Customer Portal — your all-in-one customer experience tool.
From payment to delivery tracking, it’s designed to make the process easier for customers and more efficient for your team.

Give your customers a transparent, self-service experience — and make post-sale management smoother than ever with Appliance.io.