Show your company's logo and name on the customer tracking page

When a customer opens the link that lets them follow their technician's arrival, the top of that page shows your logo and business name. Here's how to set it and confirm it looks right.

Before you start

• You need permission to change customer portal settings.
• Have your logo image and the exact business name you want customers to see.

Steps

1. Go to Settings and open Customer Portal.
2. Upload your logo and check that your business name is entered exactly as you want customers to read it.
3. Save your changes.
4. Send a customer their tracking link, or open one you've already sent.
5. Complete the short verification step on the link (the emailed or texted code) to open the tracking page.

Result / verify

The tracking page opens with your logo and your business name side by side at the top — for example "Acme Field Services" — instead of a generic "Customer Portal" heading. If you still see the generic heading, re-open Settings → Customer Portal and confirm the business name field is filled in and saved.