Share the right customer or repair link
Give a customer access to the record intended for them.
RepairHQ team2 min read
Review before sharing
- Open the intended customer, repair or estimate in its original store.
- Use the available portal, tracking or approval link action for that record.
- Check the customer’s identity, contact information and the purpose of the link.
- Share it through the approved channel and explain whether it is for tracking, reviewing an estimate or another available action.
Keep access specific
Treat customer links as private. A public tracking link and an employee’s signed-in workspace link serve different purposes.
A cross-store identity review does not broaden the customer’s portal access. If a link is not working, confirm its record and store rather than sending a different customer’s link or a staff credential.