Client Portal
Send portal invites so clients can view notes, sign digitally, and track waste.
Client Portal Overview
Give clients a secure self-service view of their waste records, notes, invoices, and upcoming collections.
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Portal Dashboard
Navigate the client-facing portal tabs: Overview, Collections, Notes, Invoices, and Containers.
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Signing Notes via the Portal
How clients view and review waste transfer notes through the Client Portal.
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PIN Access & Security
How the 4-digit PIN system works, including lockouts, sessions, and revoking access.
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