Comments allow for direct communication between you and your customer through the Customer Portal. Customers can use comments to provide instructions, ask questions, or share additional details about a product. Keeping these conversations linked to the order ensures clear communication and helps prevent important details from being missed. This article explains how your Customers would enter a Comment in their portal.

• Comments can be added to either an Estimate or an Order following the same process. This article will use an Order as an example.
• Comments can be added to items whether or not they have an Action Required label.

Adding Comments in the Portal

1. Click on Orders.

2. Select the appropriate Order.

3. Click on View/Add Comments.

4.Type the comment into the field provided.

5. Click Send Message.

Note: Your comment and any others will appear under the same link.

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