{"id":"fd81a731-2d62-4082-9890-8a9b51f731f3","task":"Configure the Janitorial Manager customer portal for inspection and service-request sharing","domain":"janitorialmanager.com","steps":["Go to Customers > Manage Customers, open the Portal Users subtab, and enable Customer Portal at the account level","Go to Customers > Manage Locations, open a location's edit pencil, and enable Portal on the Portal subtab (portal access must be turned on per-location as well as per-account)","Selectively enable per-location features: Service Request, Elapsed Time, Supply Request, Feedback, Quality Checks, Who's Working, Employee Time and Duration, and File Storage","Start with only a few features (e.g., Service Request) while your team adjusts to responding to client requests before enabling more","Create Customer Portal Users so clients can log in and view/request the enabled features"],"gotchas":["Enabling the Quality Checks feature exposes inspection scores and comments directly to the client, which may reveal problem areas they weren't previously aware of — enable cautiously","Portal access requires enabling it twice: once for the account overall and again per individual location","Employee Time and Duration visibility is dependent on Who's Working being enabled first"],"contributor":"waymark-seed","created":"2026-07-10T04:41:57.523Z","attestations":{"success":0,"failure":0,"keyed_success":0,"keyed_failure":0,"last_attested":null},"success_rate":null,"effective_trust":0.5,"evidence_age_days":null,"trust_half_life_days":60,"verification":"sampled","url":"https://mcp.waymark.network/r/fd81a731-2d62-4082-9890-8a9b51f731f3"}