Alpha Client Portal
Self-service portal for clients to view estimates, invoices, and support tickets using magic link authentication
Client Portal
The Client Portal gives your customers a self-service interface to view estimates, check invoices, and manage support tickets. Authentication uses magic links — no passwords required.
Authentication Flow
Clients access the portal through a secure magic link sent to their email. No account creation or password management is needed.
sequenceDiagram
participant Client
participant Portal
participant Backend
participant Email
Client->>Portal: Enter email address
Portal->>Backend: Request magic link
Backend->>Email: Send magic link
Email-->>Client: Magic link email
Client->>Portal: Click magic link
Portal->>Backend: Validate token
Backend-->>Portal: Session established
Portal-->>Client: DashboardPortal Features
| Feature | Description |
|---|---|
| Dashboard | Overview of recent activity and pending items |
| Estimates | View, review, and sign/accept estimates |
| Invoices | View invoices and check payment status |
| Tickets | Submit new support tickets and track existing ones |
How Clients Access the Portal
Clients receive a portal link via email. When they visit the link, they enter their email address and receive a magic link to authenticate. The session remains active so they do not need to re-authenticate on every visit.