Overview
The customer portal is the branded web experience your clients open from an email link — no Dirt Face login required. They review proposal documents, choose optional line items (when enabled), accept payment terms, and sign electronically.
You generate portal links when you send an estimate from the Submit step or Submissions tab. Links also appear on the customer’s Customer info tab while active.
Office guide: Send to customer
Where in the app: Sidebar → Estimates — open a sent quote → Submissions tab
Open: Estimates
What customers see
| Section | Content |
|---|---|
| Branded header | Your logo and company name from Company Info |
| Proposal status | Draft sent, viewed, accepted, declined, etc. |
| Documents | PDF previews — layout, proposal, attachments from the Documents step |
| Optional items | Toggle add-on services the customer can include or exclude |
| Payment terms | Deposits and milestones from the estimate |
| Signature | Draw or type signature to accept |
| Contact | Phone, email, or message back to your office |
Portal access is token-based — each link is unique to the recipient and estimate submission.
Customer journey (typical)
Open email link → Review PDFs → Select optional items → Review total → Sign → Confirmation
- Customer clicks View proposal in the email
- Portal loads proposal PDFs (layout may take a moment to generate)
- If optional services exist, customer toggles choices — total updates
- Customer reviews payment terms
- Customer signs on the signature pad
- Status updates to Accepted / Customer Signed on your Submissions tab
Multiple recipients (commercial bids)
Each recipient on the Submissions tab gets a separate portal link and status. Track Viewed, Accepted, and Declined per GC or contact.
See Commercial quotes.
Optional items
When line items are marked optional on the estimate, the portal shows toggles before sign-off. Selected options flow into the accepted total and can carry to the job on conversion.
Configure optional services on fence Materials or generic Services steps.
Payments (FortisPay)
If FortisPay is connected and the estimate includes collectable payment terms, the portal may prompt for deposit or full payment after acceptance — depending on your configuration.
Office-side tracking
| Location | What to check |
|---|---|
| Estimate → Submissions | Per-recipient status, resend, portal link copy |
| Customer info tab | Active portal links for that customer |
| Estimate detail status | Overall quote state after acceptance |
When a customer reports a broken link:
- Confirm the submission row shows Sent
- Copy a fresh portal link from Submissions
- See PDF and print issues if documents will not load
Security notes
- Links expire based on your send settings and quote validity
- Customers do not see other tenants’ data or your internal dashboard
- Do not forward portal links to unintended recipients — add proper recipients on Submissions instead