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). - Accept quote and Decline buttons. The customer's decision is recorded and shown on any later visit, along with the name they entered and the date they decided.
For an invoice at /portal/invoice/[token]:
- The full invoice as a printable page, including payment terms.
- A Print / save button — the customer prints to paper or saves a PDF straight from their browser. (There's no online-payment button in the portal today.)
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)
About the link
Each share link carries an unguessable random token scoped to that one record — it exposes nothing else in your workspace. Links don't expire on their own, and clicking Share again always returns the same link, so a link you already sent keeps working instead of going stale.
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.