Customer Dashboard
The dashboard is the first screen customers see when they log into their portal.
Dashboard Overview
The customer dashboard provides a project summary at a glance:
- Financial Summary - Contract amounts, payments, and balance
- Quick Actions - Make payments, sign contracts
- Progress Widgets - Selections, messages, recent activity
- Daily Log Cards - Recent work performed
Financial Summary
What Customers See
The financial section displays:
| Field | Description |
|---|---|
| Original Contract | Initial contract amount |
| Change Orders | Total approved change orders |
| Total Contracted | Combined contract + change orders |
| Payments Received | Sum of all payments made |
| Balance Due | Amount currently owed |
| Past Due | Overdue amount (if any) |
Current Balance
A prominent balance display shows:
- Amount Due - Current balance owed
- Days Past Due - If payment is overdue
- Next Payment Date - If scheduled
Make a Payment Button
When billing is enabled, customers see a Make an Online Payment button that:
- Links to your payment provider
- Uses the configured payment link
- Opens Checkbook.io if enabled
Progress Widgets
Selection Progress
If selections are enabled:
- Shows completion percentage
- Displays selections made vs. total
- Quick link to selections page
Contracts Needing Signature
Shows contracts awaiting customer signature:
- Contract name and date
- Sign Now button
- Status indicator
New Messages
Displays unread messages:
- Message preview
- Sender information
- Quick link to full conversation
Recent Daily Logs
If project logs are enabled:
- Shows recent work entries
- Date and description
- Photos thumbnail (if attached)
- Link to full daily log section
Project Team
Shows key team members:
- Sales person
- Project Manager
- Designer
- Quick contact options (if messaging enabled)
Navigation
From the dashboard, customers can navigate to:
- Selections - Make product choices
- Documents - View contracts and files
- Billing - See invoices and pay
- Messages - Communicate with team
- Schedule - View project timeline
- Daily Logs - See work performed
- Team - View team members
- Help - Access FAQ and help articles
What Customers Cannot See
The dashboard hides internal information:
- Cost and margin details
- Internal notes
- Draft documents
- Team discussions
- Unreleased invoices (unless configured)