Customer portal

Authenticated self-service for an invited customer: documents, requests, and (when enabled) paying invoices. It is not the office CMS, not Field, and not the public booking page.

Path /portal/{workspace} · login /portal/{workspace}/login · capability + plan feature customer_portal

Invitation mail needs a queue worker and SMTP.

Portal home. Sample data. Magic-link identity — not a CMS member, not Field, and not public booking.

Three customer-facing surfaces

Surface	Who	What it is
This page	Invited customer, magic-link session	Customer-scoped records for one workspace
Public booking	Anonymous guest	/book/{workspace} — Draft work order + Scheduled appointment
Public document tokens	Anyone with the link	/e/{token} estimate, /i/{token} invoice — not a portal login

Invite a customer

1. Capability and plan feature customer_portal. Permission customers.update.
2. Customers → Customers → open the customer. Right column Customer portal → Invite to portal.
3. Type Email (free text — not a Contact picker). Confirm Send a portal invitation to :email? Expected: Invitation sent. Status Invitation pending.
4. Guest opens /portal/{workspace}/invite/{token}. Veldriq creates or reuses the portal identity and signs them in. There is no password form, no 2FA, and no terms screen.

A Contact is not a portal login

Creating a Contact does not invite anyone. The invitation email is whatever you type on the customer. It does not have to match a Contact, and it does not create a Contact.

Status	Meaning	Office actions
Invitation pending	Token valid for 7 days.	Resend invitation (new token). There is no Cancel invitation button.
Active	Grant in force.	Revoke access — Revoke portal access for :email? History stays intact.
Revoked	Cannot sign in to this customer.	Invite again to restore.

Expired token: This invitation is invalid or has expired. Revoke does not invalidate public /e/{token} or /i/{token} links.

Later login: Email me a sign-in link. Flash: If an account exists, we sent a link. This is not Organization → Members.

What the customer sees

Nav (when matching capabilities are on): Home · Services · Requests · Book service · Estimates · Invoices · Agreements · Sites · Contacts · Assets · Account.

Area	Customer can	Cannot
Requests	Submit request — creates a service request for office	This is not public booking and does not pick a slot
Services	Upcoming appointments and service history (report PDFs)	Edit the work order, Dispatch, or Field
Book service	Pick a portal-visible bookable service and a slot	Still not Auto-Schedule
Estimates	Accept / Decline / Request changes on a Sent snapshot	Accept does not create a work order
Invoices	Issued invoices, outstanding, PDF, Pay invoice when tenant Online payments is on	Plan invoices / platform Stripe
Agreements	Read coverage, dates, included/remaining visits	Edit, cancel, or generate invoices
Sites / Contacts / Assets	Create (status Pending review)	Operational until office Approve
Findings	—	Not shown in the customer portal in V1

What-if

If no invitation mail: email typed, pending row, queue worker, SMTP, then Resend invitation.

If they cannot sign in: grant Active? Same workspace slug? Magic-link received?

If Pay invoice is missing: Online payments off, invoice not Issued, or outstanding is 0.

See Portal issues. Do not publish demo passwords in this documentation.

Related: Online scheduling, Customers.