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Documentation Index

Fetch the complete documentation index at: https://docs.shopwrk.com/llms.txt

Use this file to discover all available pages before exploring further.

The ShopWrk customer portal is a branded, mobile-friendly interface your customers can access to check on their jobs, view and pay invoices, see warranty details, and message your shop — all without needing to call or email you. Access is passwordless: customers log in using a magic link sent to their email.

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How the portal works

The portal lives at /portal and is scoped to your shop. When a customer visits the portal login page, they enter their email address and receive a one-time sign-in link. Clicking the link logs them in and takes them to their personal dashboard showing only their data.
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.

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Sending a customer their portal link

There are two ways to get a customer into the portal:
Open any customer profile and click Send portal link. ShopWrk sends a magic-link email to the customer’s address on file. The email includes your shop’s logo and brand color.
Magic links expire after a short time for security. 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.

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Token-authenticated estimate and invoice views

In addition to the full portal, ShopWrk generates individual shareable pages for estimates and invoices. These pages do not require any login — they are secured by a unique token embedded in the URL.
PageURL patternWhat the customer can do
Estimate view/view/estimate/[token]Select a tier, add optional add-ons, approve or decline, ask a question
Invoice view/view/invoice/[token]Review line items, pay online, download PDF, print, ask a question
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
  • 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 by card through Stripe
  • Print the invoice or download a PDF if one has been generated
  • Send a question to your shop

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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 token-authenticated estimate and invoice views. Update these under Settings → Branding.