Customers
How to manage customers, their contacts, locations, installed assets, notes and files, and how KvK and VIES lookups and @ and
Quotes
How quotes work at /quotes, from the pipeline board and versioned sending to customer acceptance, deposits, PDFs, and turning a quote into an invoice, order or task.
Customers
How to manage customers, their contacts, locations, installed assets, notes and files, and how KvK and VIES lookups and @ and
Quotes
How quotes work at /quotes, from the pipeline board and versioned sending to customer acceptance, deposits, PDFs, and turning a quote into an invoice, order or task.
What customers see in the customer portal, how they accept, reject or request changes to quotes, pay invoices, follow orders and view assets, and which portal pages and token links work without signing in.
The customer portal is where an organization's customers follow their business with it. It lives at /{orgSlug}/portal and shows the quotes, invoices, orders and assets of the customer that the signed-in contact belongs to.
| Route | Purpose |
|---|---|
/{orgSlug}/portal | Portal dashboard. |
/{orgSlug}/portal/quotes and /{orgSlug}/portal/quotes/{quoteId} | Quotes and quote detail. |
/{orgSlug}/portal/invoices and /{orgSlug}/portal/invoices/{invoiceId} | Invoices and invoice detail with payment. |
/{orgSlug}/portal/orders and /{orgSlug}/portal/orders/{orderId} | Orders and order progress. |
/{orgSlug}/portal/assets and /{orgSlug}/portal/assets/{customerAssetId} | Installed assets. |
/{orgSlug}/portal/products/{productId} | Public product page. |
/{orgSlug}/portal/careers and /{orgSlug}/portal/careers/{jobId} | Public careers page with open positions. |
The portal sidebar has a My group with Dashboard and Assets, and a Finance group with Quotes, Invoices and Orders. The product and careers pages are reached through shared links.
/{orgSlug}, CentraKit sends them to the portal. The organizations overview shows their role as Customer.Not yet available: inviting a customer contact to the portal from the app.
Customers only see records of the customers they are a contact for:
Internal notes, purchase prices, CRM notes and files stay internal.
The portal uses the organization's logo, colors and social links from settings.
Some portal pages work without signing in, so the organization can share them by email or link:
| Link | What it shows |
|---|---|
/{orgSlug}/portal/quotes/{quoteId} | A sent quote, with its PDF and terms. The customer can respond without an account. |
/{orgSlug}/portal/invoices/{invoiceId} | A sent invoice, with its PDF and payment. |
/{orgSlug}/portal/products/{productId} | A product page. |
/{orgSlug}/portal/careers | Open positions and the application form. |
/portal/chats/{token} | A read-only shared chat. |
/portal/onboarding/{token} | A pre-boarding form where a new hire fills in private details and uploads requested documents. See People. |
/portal/calendars/{token} | An iCalendar feed to subscribe to. See Agenda. |
/portal/files/{token} | A shared file download. See Files. |
Token links stop working when they expire or are revoked.
The dashboard shows metric cards for open quotes awaiting review, unpaid invoices with the overdue count, the outstanding balance and installed assets with warranties ending soon. Needs your attention lists quotes to review and invoices to pay. Quick links, Recent assets and Recent activity complete the page. When nothing is open, it reads "You're all caught up".
Open a quote to read it and download the PDF. The Quote response section has three choices:
If the organization publishes a newer version while you are reading, the page tells you that this version is no longer valid. The team sees when you viewed the quote. See Quotes.
Open an invoice from Invoices or the dashboard. When the invoice can be paid online, the page shows a card and payment form powered by Stripe. The invoice list can be filtered by Sent, Paid, Overdue and Cancelled. See Invoices.
An order shows its progress (Ordered, Ready for pickup or Shipped, Completed), the items and totals, deliveries with Track shipment links, its invoices with amounts to pay and PDF downloads, and any downloads and license keys. See Orders.
The Assets page lists the equipment installed at your customer. An asset shows its serial number, asset tag, condition, installed date, warranty details, service interval, location and description.
The careers page lists open positions. Open one and fill in your name, email, phone, LinkedIn profile, CV (PDF or image, up to 10 MB) and motivation, agree to the processing of your details, and select Send application. You can also agree to have your details kept for one year. See Hiring.
Portal access does not use roles. A contact sees the portal of each organization where they are linked to a customer, and only that customer's records.
Staff permissions decide what an organization publishes: for example organization.quotes.send to send a quote and organization.invoices.send to send an invoice.
Customer responses start workflows. Accepting, rejecting or requesting changes to a quote raises the matching quote events, cancels the quote's pending reminder runs and notifies the team. See Workflows and Notifications.
POST /api/v1/public/portal/{orgSlug}/quotes/{quoteId}/request-changes records a change request without signing in. The quote must be sent and still open. See API and OpenAPI.
To try the portal locally, sign in with the seeded portal-only logins test3@example.com (a private customer of two organizations), test4@example.com (a business contact) or test5@example.com (a stable boarder). See Local development.
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Customers
How to manage customers, their contacts, locations, installed assets, notes and files, and how KvK and VIES lookups and @ and
Quotes
How quotes work at /quotes, from the pipeline board and versioned sending to customer acceptance, deposits, PDFs, and turning a quote into an invoice, order or task.