Coming soon: the rebuilt Customer Portal

We are rebuilding the Customer Portal to make it easier for customers to find what they need, understand what is waiting on them, and keep work moving. This is a first look at the new interface, which is coming soon.

The redesign keeps the portal workflows customers already use, but brings them into one clearer workspace for desktop and mobile. Instead of hunting through separate screens for the rest of the story, customers can follow an order into its jobs, artwork, messages, invoices, and shipments while keeping the related work close by.

Start with what needs attention

The new Home page gives customers a quick read on their account and the work that needs a response. Balances are easy to spot, and an artwork approval shows the proof thumbnail, its sales order, and when the request was sent.

Recent activity and orders sit on the same page, so customers can catch up on what changed before deciding where to go next. When they need more history, the Activity page carries that view further back and links supported updates to the record they came from.

Customer Portal Home and recent activity

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Customer Portal Home in light mode with account balances and work requiring attention.

Customer Portal Home in light mode showing recent activity and recent orders.

Move through the work without losing the thread

Orders, Quotes, Jobs, Approvals, Messages, Invoices, and Shipments are easier to find and browse. Search, filters, sorting, and pagination help customers narrow long lists, and the portal remembers that view when they open a record and come back.

Related work stays connected, too. A sales order can open with its jobs, invoices, shipments, and messages close at hand. A Job can keep its parent order beside it. The aim is simple: customers should be able to follow the work in front of them without retracing their steps.

Orders, jobs, and related record context

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Orders collection with search, filtering, sorting, statuses, and totals.

Jobs collection in light mode with parent records, dates, quantities, statuses, and attention indicators.

Sales order preview opened over the Orders collection with jobs, invoices, shipments, and messages in context.

Job details in light mode with the parent sales order open beside them.

Give artwork approvals room for a real review

Artwork approval now has a workspace built around the review itself. Customers can see every open request, move through each proof, inspect the artwork at full size, and keep track of what they have reviewed.

The decision stays beside the art. Customers can stage an approval or describe the changes they need, then move to the next piece. If they need to confirm a garment, placement, quantity, or service, the related Job opens alongside the approval without making them abandon the review.

Artwork approval from queue to linked job context

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Approvals collection in light mode with artwork thumbnails, linked orders, request dates, and viewed state.

Artwork approval in light mode showing the first proof, the item list, review progress, and the approve or request-changes choices.

Artwork approval in light mode with the second item open after moving through the review list.

Full artwork preview in light mode with fit and zoom controls for inspecting a proof closely.

Related job open beside an artwork approval in light mode with sales order, quantity, products, and services.

Keep conversations and fulfillment connected

Messages make more sense with the order beside them, so a thread can keep its attachments and related sales order in view. Shipment details bring the same clarity to delivery information, tracking, and the items inside each package.

Messages and shipment details

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Customer message thread in light mode with attachments and its related sales order beside it.

Shipment detail in light mode with delivery information, package tracking, and shipped items.

The same work, ready on a phone

Customers do not always have a laptop nearby when a proof or status needs their attention. The mobile layout adapts the same portal into cards, bottom navigation, and focused detail sheets. They can check balances, review artwork, read messages, inspect Jobs, and follow shipments from their phone.

Responsive Customer Portal screens on a phone

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Mobile Customer Portal Home with balances, attention items, and bottom navigation.

Mobile Orders collection in light mode with search, filters, sorting, and order cards.

Mobile artwork approval with linked order and job, review progress, and the artwork items to review.

Mobile customer message thread with attachments and reply controls.

Mobile job details in light mode with schedule, service, and production information.

Mobile Shipments collection with delivery methods, statuses, and tracking details.

Light or dark, it still looks like your shop

Customers can choose light, system, or dark mode from desktop or mobile. Your shop's brand color carries through each theme, keeping the portal recognizably yours.

Light, system, and dark theme controls

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