Sharing status with customers (customer portal)

Every work order, quote, and invoice can be shared with the end customer through a one-tap link. They open it without signing in and see a live, branded status page.

Generating a share link

On any work order, quote, or invoice detail page, click Share in the top-right. The first time you click, we generate an unguessable token and copy the URL to your clipboard. Subsequent clicks return the same URL (idempotent — we don't generate new links).

Send the URL via email, SMS, WhatsApp, or paste it into your CRM.

What the customer sees

For a work order at /portal/wo/[token]:

Current status (Scheduled / In Progress / Completed) — updates in real time.
Their assigned technician's name and photo.
Service address, scheduled time, your contact phone.
Parts that have been used (if any).
Job-site photos uploaded by the technician.
Customer signature once captured.
A Get help button that opens our contact form.

For a quote at /portal/quote/[token]:

The line items, totals, taxes.
Your company info (from org_profile).
An Approve quote / Request changes button.

For an invoice at /portal/invoice/[token]:

The full invoice as a printable page.
A Pay now button (when Stripe is configured).

What the customer does NOT see

Internal notes
Audit log entries (who did what when)
Hourly rates or your cost basis
Other customers' data — share tokens are scoped to one record
Anything not on the order itself (no peek into your CRM)

Revoking access

On the WO/quote/invoice detail page, Share → Revoke. The token is invalidated; the URL now 404s. Generate a fresh one to share again.

Tips

The portal works on mobile too — fully responsive.
Customers don't need an account. No sign-up barrier between you and them seeing the status.
Pair this with the contact form so customers can reach you from the portal page itself.