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Customer portal

Live

Customers see their own history.No password wall.

One link from the office, not a login screen. Quotes, invoices, agreements and documents, all from the same records the office works from.

A window onto the records, not a second copy.

What the customer sees and what the office runs on are the same record.

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Portal · Northstar Cold Storage

Quotes
1 awaiting acceptance
Invoices
2 open, 1 paid
Agreements
Quarterly PM, Gold
Documents
Available on demand
Access
Single-use link, no password

What the portal shows.

Account history

Live

Quotes, invoices, service agreements, sites and documents in one view, from the records the office uses.

Magic-link sessions

Live

Single-use, random, rate-limited links. An expired or used link fails the same generic way an invalid one does.

Click to accept quotes

Live

Acceptance is recorded on the quote with a timestamp. No separate email thread to confirm it.

Pay an invoice by card

Live

The customer sees the invoice and balance and pays by card. The invoice closes the moment it is paid.

Also in customer portal

CapabilityWhat it doesStatus
Agreement e-signaturePlanned: typed or drawn signature with dated, versioned consent language, recorded on the agreement.On the roadmap
Vendor and subcontractor portalPlanned: the supplier-side parallel, covered on the subcontractors page.On the roadmap

Statuses are current as of October 2026.

Straight answers.

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. There is no account to register, no password to reset and no shared login to clean up when someone leaves.

Can a customer pay an invoice online through the portal?

Yes. The customer sees the invoice and balance in the portal and pays by card. The invoice closes out the moment it is paid.

Is what a customer sees 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. Accepting a quote updates that one record.

How secure is a portal access link?

Links are single-use, random and rate-limited against guessing. An expired or already-used link fails with the same generic message as an invalid one, so probing teaches nothing. There is no account list to enumerate and no password to guess.

Can customers edit anything?

No. The portal is for viewing, accepting and paying. Prices, job data and anything else the office owns stay with the office.

Your shop.Your terms.

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