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The ShopWrk customer portal is a branded page your customers can open on their phone to check jobs, view and pay invoices, see warranty details, and message your shop. They log in with a one-time link sent to their email. No password. Customers pay through ShopWrk Pay. They do not need a ShopWrk account to pay.

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How the portal works

When a customer opens your shop’s portal login page, they enter their email and receive a one-time sign-in link. Clicking the link logs them in and shows only their jobs, invoices, and messages.
The portal must be enabled for your shop before customers can access it. Go to Settings → Customer Portal to turn it on and customize your branding.

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What customers can see

Once logged in, customers see a personalized dashboard organized into sections:

Active jobs

Jobs currently in progress, with status badges and vehicle details.

Upcoming appointments

Scheduled jobs with date and time so customers know when to bring their vehicle in.

Outstanding invoices

Unpaid invoices with the amount due and a direct link to pay online.

Warranties

Active warranty registrations tied to their vehicles, including product brand and name.

Service history

All past jobs linked to their account, accessible from the Jobs section.

Messages

A direct message thread with your shop. Unread message count is shown on the dashboard.
Customers can also request a new quote directly from the portal dashboard using the Request Quote button. There are two ways to get a customer into the portal:
Open any customer profile and click Send portal link. ShopWrk sends a one-time sign-in email to the customer’s address on file. The email includes your shop’s logo and brand color.
Sign-in links expire after a short time. If a customer’s link has expired, send them a fresh one from the customer record or ask them to request a new link from the portal login page.
In addition to the full portal, ShopWrk generates shareable pages for estimates and invoices. These pages do not require a login. The link itself is the access. Pay links go through ShopWrk Pay. These links are sent automatically when you click Send on an estimate or invoice. You can also copy the link from the estimate or invoice detail page to share manually.

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Customer actions on the estimate view

When a customer opens an estimate link they can:
  • Choose between pricing tiers (Good / Better / Best) if the estimate uses them
  • Check or uncheck optional add-ons
  • See a live price summary that updates with their selections
  • Click Approve Estimate to confirm, or Decline to pass with an optional reason
  • Pay the deposit in the same flow when Collect deposit on approval is on
  • Send a question to your shop without approving or declining
If the estimate requires a document signature before approval, the customer will see a Sign Required Document prompt. They must sign the document before the Approve button becomes available.

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Customer actions on the invoice view

When a customer opens an invoice link they can:
  • Review all line items, discounts, tax, and amount due
  • Click Pay now to pay through ShopWrk Pay
  • Print the invoice or download a PDF if one has been generated
  • Send a question to your shop
Each job has one invoice. A deposit already paid from the estimate shows on that invoice. The remaining balance is collected on the same invoice. See ShopWrk Pay and Invoices and payments.

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Portal branding

Your shop’s logo and brand color are applied to the portal login page, the dashboard header, and the estimate and invoice links. Update these under Settings → Branding.