Advanced Features
Customer Portal
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
- Approve / Reject Quotes — One-click approval triggers signature capture flow
- Download PDFs — Quote and invoice PDFs available for download
- Online Payments — Pay invoices via Stripe when connected
Appointment Requests
Customers can request appointments directly through the portal:
- Request New Appointment — Customer selects type (consultation, install, site survey), date, time, and location
- Pending Confirmation — Shows amber badge until shop confirms or rejects
- Admin Notification — Shop owner receives email when new request submitted
- View Scheduled Appointments — List of all confirmed appointments with details
Security & Isolation
Customers only see their own records. The following are ALWAYS hidden from customers:
- • Internal notes and comments
- • Detailed production stages
- • Pricing cost breakdowns
- • Internal-only documents
- • Other customer information
Portal Configuration
Configure portal behavior in Settings → Customer Portal:
- • Enable/disable portal features globally
- • Control what customers can see and do
- • Set up approval workflow preferences
- • Configure invoice payment settings
- • Customize portal branding with your logo