The Customer Portal is a full communication, approval, forms, document, and invoice system — giving your customers 24/7 self-service access to their projects.
Orders
Customer-facing order tracking and simplified status timeline
Proofs
Approvals, revisions, and version history
Messages
Order-specific and account-level communication
Invoices
View, download, and pay when Stripe is enabled
Portal Invite Flow
1Create the customer record first (Customers → + Add Customer)
2Open the customer detail modal and find the Customer Portal section
3Click "Invite to Portal" button
4System enables portal access and generates a temporary 6-digit PIN
5Customer receives login instructions via email
6Customer logs in with email + temporary PIN and sets their own password
What Customers See
Dashboard
• Pending approvals counter
• Outstanding forms/questionnaires
• Recent documents shared
• Unpaid invoices summary
• Quick action buttons
Order Details
• Simplified status timeline
• Proof images with approve/reject
• Revision request notes
• Associated documents
• Message thread for that order
Proofs & Approvals
Upload Proofs — Send design proofs directly from order item detail
Version History — All proof versions are saved and viewable
Approve / Request Changes — Customer can approve or add revision notes
Notifications — Alerts sent when new proofs are uploaded
Forms & Questionnaires
• Create questionnaire templates in Document Library
• Assign questionnaires to specific customers or jobs
• Customers fill out forms through the portal
• Responses saved back to the document library
• Use for: vehicle wrap measurements, event details, design briefs
Quotes & Invoices
View Quotes — Customers see all pending quotes with line items and totals