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Win work · The customer's own window into the job

Customers see their own history. No password wall.

A single link the office sends, not a login screen — quotes, invoices, agreements, and documents, all from the same records the office is already working from.

LiveOnline payment on the roadmap
See what a customer seesHow access links stay secure

What it is

The customer portalis a self-serve view over a customer's own records in Thermal — quotes, invoices, service agreements, sites, and documents — reached with a single-use link the office sends, not a username and password a customer has to remember.

The portal is a read (and approve) surface, not a second copy of the data: a proposal accepted in the portal is the same record the office sees, and an invoice shown there is the same one that closes the job out.

The customer's window onto the spine.

The portal is a view over the customer's own records — a quote accepted or an agreement signed here updates the one record, not a separate portal database.

  1. 01Customer

    One account. The customer signs in here.

    You are here
  2. 02Service site

    The addresses the work happens at.

  3. 03Installed equipment

    The units the customer can see.

  4. 04Service agreement

    Agreements signed here, on record.

  5. 05Work order

    Accepted quotes become the work order.

  6. 06Invoice

    Invoices and balances, viewable here.

A proposal accepted in the portal converts on the same records the office runs, an agreement signed here is the same one the office administers — including the SLA compliance rate it's scored against — and the invoice a customer opens is the same one that closes the job out.

ThermalDispatchAgreementsEquipment
Illustrative customer portal view — interface mock, not customer data
RecordTypeCustomerLast updatedStatus
PR‑2213ProposalRiverside Foods2026‑08‑03Accepted
AG‑2261Lease agreementNorthgate Medical2026‑08‑05Awaiting signature
INV‑4404InvoiceHarbour Point Tower2026‑08‑02Balance $4,260
DOC‑118Certificate of completionWestfield Distribution2026‑07‑29Viewable
PR‑2215ProposalHarbour Point Tower2026‑08‑04Link expires 48h
Illustrative interface mock — not customer dataExceptions sort first: unsigned agreements, expiring access links

One account view. No password to reset.

Seven pieces of the self-serve portal — what's live, and the one payment capability that isn't yet.

Live

Full account history, in one place

Quotes, invoices, service agreements, sites, and documents surface together in the portal — a customer isn't emailing the office to ask what was quoted six months ago, and the office isn't hunting through an inbox to answer it. The same list a customer sees is the same record the office is already working from, so neither side is ever looking at a stale copy, including the visit history behind on-time arrival rate.

  • TodayQuotes, invoices, agreements, sites and documents in one view
Live

Magic-link sessions, no password

The office sends a single link and the customer is in — no account to create, no password to reset, and no shared login a former employee could still be using. There's nothing to forget between jobs, because there's nothing to remember in the first place.

  • TodaySingle-use magic-link sessions, no password required
Live

Quotes: click to accept

A customer can review and accept a proposal directly in the portal, the same acceptance the office sees on the job record — no separate email thread to confirm a decision that already happened. The timestamped acceptance is the record; nobody re-types it.

  • TodayIn-portal proposal review and acceptance
Live

Agreements: full e-signature capture

Rental and lease agreements support real signature capture in the portal — typed or drawn, with dated, versioned consent language — not just a checkbox that says "I agree." The signature, the date, and the consent version sit on the agreement record the office administers.

  • TodayTyped or drawn signature with versioned consent, live for rental/lease
Live

Documents, on demand

Attachments and records tied to a customer's jobs are available in the portal without a call to the office to have something re-sent. When a customer asks for a copy again, it's already in front of them.

  • TodayCustomer-visible documents tied to their jobs
Live

Single-use, rate-limited access links

Portal links are cryptographically random, single-use, and rate-limited against guessing — an expired or already-used link fails the same generic way an invalid one does, so it can't be probed. The office re-sends a fresh link and the customer is back in, with no password involved at any point.

  • TodayCryptographically random, single-use, rate-limited links
On the roadmap

Pay an invoice online

Online card payment from the portal isn't activated in production yet — today, a customer sees their invoice and balance in the portal, and payment is collected by the office or by a technician in the field. The balance is the truth either way. See how invoicing handles payment today.

  • PlannedOnline card payment from the portal
  • Not yetNo live online payment in production today

What the customer portal will not do.

Three boundaries that keep the portal a window, not a second system.

It won't let customers edit the records

The portal is a read-and-approve surface. Customers accept quotes, sign agreements, and see their history — they don't edit job data, prices, or anything the office owns. Changes stay with the office, and the office is where the audit trail lives.

It won't take an online payment yet

Online card payment from the portal isn't activated in production. A customer can see their invoice and balance today; paying online is on the roadmap, and the page says so rather than implying otherwise.

It won't become a chat or CRM surface

The portal carries records, not conversation. It doesn't host messaging or replace the office as the point of contact — it just means fewer "can you send that again" emails, because the record is already in the customer's hands. The security page documents how portal access is protected.

If a capability isn't on this page, assume it isn't built. We'd rather lose a deal on a missing feature than win one on a sentence that turns out to be aspirational.

What the portal touches.

The portal is a view over records that already exist — here's what it reads and what it writes back.

Reads from

Writes to

Sits beside

Questions a customer-success manager asks.

The ones that come up when a shop decides to stop being the middleman for its own paperwork.

Does a customer need to create an account or remember a password?

No — the office sends a single-use link and the customer is signed in immediately. There's no account to register, no password to reset, and no shared login to clean up when someone leaves.

Can a customer sign a rental or lease agreement in the portal?

Yes — the portal supports real signature capture, typed or drawn, with dated and versioned consent language, live today for rental and lease agreements. The signature lands on the agreement record the office administers.

Can a customer pay an invoice online through the portal?

Not yet in production — a customer can see their invoice and balance in the portal, but online card payment isn't activated today. Payment is collected by the office or by a technician in the field.

Is what a customer sees in the portal the same record the office uses?

Yes — the portal is a view over the same customer, quote, agreement, and invoice records the office works from, not a separate copy. Accepting a quote or signing an agreement in the portal updates that one record, so what the customer sees and what the office runs on are never two different versions.

How secure is a portal access link?

Portal links are single-use, cryptographically random tokens, rate-limited against guessing, and an expired or already-consumed link fails with the same generic message as an invalid one — so a bad actor can't learn anything by probing. There's no account list to enumerate and no password to guess.

Stop being the middleman for your own paperwork.

Send yourself a portal link on the call and open the customer's exact view — their quotes, their invoices, their agreements, no password wall.

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