Customer portal: your customers see their orders, invoices and cases without calling you
Your customers sign in with a link sent to their email, with no password or account, and see on their phone only what belongs to them: orders, invoices with their balance, account statement, cases, appointments and pending signatures. You choose which sections are shown and can remove access instantly.
“Can you resend me the invoice?” should not be a weekly phone call
When customers have nowhere to check their orders, their balance or the status of their case, they ask by phone or email and your team becomes a document mailbox. The Remotjob Customer Portal gives them a place of their own, tidy and secure, and leaves your organization in control of who gets in and what they see.
From access to action in six steps
You decide who gets in and what they see; the customer only needs their email.
1
You choose what is shown
You switch on your organization’s portal and define which sections the customer sees: orders, invoices, account statement, subscriptions, hours, cases, appointments and signatures.
2
You invite your customer
You set up access for one of your customer companies or for an individual. The invitation goes out from Remotjob straight to their email; you never see their sign-in link.
3
The customer signs in without a password
They type their email at the portal address and receive a single-use link that expires. Opening it starts a session that also expires on its own, designed for the phone.
4
They check what is theirs
They see their orders with line detail, their invoices with PDF and balance, their account statement and latest payments. They never see costs, margins or internal notes.
5
They handle simple tasks
They can request to pause, resume or change the plan of a subscription, confirm or flag hours awaiting review, and open their pending cases, appointments and signatures.
6
You review and stay in control
You handle incoming requests, check the access log and revoke an access instantly whenever you need to.
What is included
Orders with detail
The Store orders of the customer’s company, with status and lines, without internal costs.
Invoices with PDF and balance
The commercial invoices your organization issued, with total, balance, due date, payment status and PDF. If there is a balance, a button leads to the invoice link with the details to pay by bank transfer.
Account statement
What the customer owes, what is overdue, any credit balance, the net balance by currency and the latest payments, in a single view.
Subscriptions: request, not change
The customer sees their plan, the amount per period and the next invoice. They can request a pause, resumption or plan change if you allow it, but billing does not change until your team carries it out.
Hours awaiting review
Project hours your team already approved and that are not yet invoiced: the customer confirms or flags them before the invoice is issued.
Cases, appointments and signatures by email
Personal items are seen only by whoever has that email: their Help desk cases, their appointments and the documents to sign. Each opens the module’s own page to reply, reschedule or sign.
Passwordless, with no app users
Customers are not counted as users of your platform and cannot reach the admin panel. They sign in with a single-use link, and company data is seen only by whoever represents the company.
Connected to the rest of Remotjob
It brings together Store, Invoicing, Subscriptions, Projects, Help desk, Scheduling and Signing, and shows a “Help center” button if you have a public help page. What your team records in those modules becomes knowledge that Company Brain and People Chat return as answers.
Process map included
The module comes with its process map: what your team does (invite, review requests, revoke), what the system does (send the link, validate identity, show only the customer’s data) and what the customer does at each step.
Each customer sees only their own data, and you stay in control
The portal shows real commercial documents, so identity and isolation between customers are part of the design, not an add-on.
Each organization has its own portal and each customer sees only the data of their company or their email; another customer’s data does not appear even if its identifier is known.
The sign-in link is single-use, expires and travels only to the customer’s email; the invitation is sent by the platform and whoever administers never sees it.
Company data is seen by whoever represents the company; personal items (cases, appointments, signatures) only by whoever has that email.
Asking is not executing: pausing or changing a plan stays as a request your team decides.
A log records accesses and you can revoke one instantly; there are caps against repeated attempts, and the portal does not reveal whether an email belongs to a customer.
Role-based permissions define who on the team sees the portal and who administers it.
What it is and what it is not
It is a portal for viewing and for requests. It is not a store to buy from within the portal, nor a user account with a password.
It does not charge by itself: to pay, the button leads to the invoice link, where the customer sees the bank transfer details. It does not promise online card payment.
It does not change a subscription’s billing or the status of hours: the customer requests or flags, and your team carries out and invoices.
Replying to a case, changing an appointment or signing is done on each module’s own page, which the portal opens through a link. Today there is one account per email and organization.
Frequently asked questions
Do my customers need a password or an account?
No. They type their email at the portal address and receive a single-use link that expires. They are not users of your platform and do not count toward per-user billing.
What exactly does a customer see?
Depending on what you switch on: their orders, commercial invoices with PDF and balance, account statement, subscriptions, hours awaiting review and, by their email, their Help desk cases, appointments and pending signatures. They never see costs, margins or internal notes.
Can they pay from the portal?
The portal does not charge by itself. On an invoice with a balance, the payment button leads to the invoice link, where the customer sees the details to pay by bank transfer, and the payment is recorded and assigned to the invoice in your organization.
Can a customer see another customer’s data?
No. Every read is filtered by your organization and by the account’s identity; company data is seen only by whoever represents the company and personal items only by whoever has that email. Someone else’s data answers as nonexistent.
Can I remove a customer’s access?
Yes, instantly. From the panel you revoke the access and the open session stops reading. The access log also shows who got in and when.
Give your customers a place of their own, without losing control
Tell us what they check today by phone or email; we will show you what your customers’ portal would look like inside Remotjob.
