Level 5: The Customer Portal

Turn on the Customer Portal and understand what families see on their end. About 6 minutes.

Written By Dennis Rodin

Last updated 2 days ago

Level 5 turns on the Customer Portal and shows you exactly what families see on their end: their order status, their documents, and the drawing approval flow. Takes about 6 minutes.

Step 1: How the Customer Portal works

What's visible to the customer, the default-on logic, and the customer's view of their order.

Learn more: How the Customer Portal Works

Step 2: The drawing approval flow

Families approve drawings in a batch, get a 2-minute undo window, and your shop receives the result by email.

Learn more: How Families Review and Approve a Drawing

Step 3: What service order customers see

Service orders get a document-focused portal layout without the monument timeline.

Learn more: How the Customer Portal Works

✅ Level 5 complete. Families can now follow their order and approve drawings without calling you.

👉 Continue to: Level 6: Bring In Your Team