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Documentation Index

Fetch the complete documentation index at: https://docs.jingjaiops.com/llms.txt

Use this file to discover all available pages before exploring further.

Every customer can view their account through the Client Portal — a mobile-friendly web page that shows their jobs, invoices, receipts, and deposits. They never create a password. You give them a link.

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What the portal is

The portal is a customer-facing view of the data already in JingjaiOps. From a single URL, a client can:
  • See their active and past jobs with live stage updates
  • View and download every invoice and receipt
  • Pay outstanding invoices via PromptPay QR
  • Accept and digitally sign a quote
  • See deposits held and returned
  • Download all their PDFs in one place
There is no password and no app to install. The link itself is the credential. You can generate a portal link from three places:

From a customer

Customer detail panel → Generate Portal Link. Gives the client access to everything tied to that customer.

From a quote

Quote detail → Send to Client. The email contains a link scoped to that one quote (so the client can sign without seeing other records).

From an invoice

Invoice detail → Send to Client. Email contains a link to pay that invoice.
When you click any of these, JingjaiOps:
  1. Creates a new portal token (or reuses a valid one).
  2. Builds a URL like https://portal.jingjaiops.com/c/abc123....
  3. Copies the URL to your clipboard, ready to paste anywhere.
The most common channels:
  • Email — Use the built-in Send to Client action, or paste the link into your own email.
  • LINE — Paste into a LINE chat. Thai customers usually prefer this.
  • SMS — Works fine, links are short enough.
The link’s email body uses the customer’s preferred language (EN or TH).
Link typeExpires after
Customer-wide link30 days
Single-quote linkWhen the quote is accepted, declined, or expires
Single-invoice linkWhen the invoice is fully paid, or 30 days
After expiry, the customer sees a friendly message telling them to ask you for a new link. Just generate one again — the URL changes but their portal data is the same.

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Quote acceptance flow

When a client opens a quote portal link, they see the quote PDF and an Accept & Sign button. The full flow:
1

Open the link

The client lands on a page showing the quote totals, line items, and PDF preview.
2

Review and accept

They click Accept & Sign. A signature pad appears (mouse, finger, or stylus).
3

Sign

They draw their signature. Their name and timestamp are captured automatically.
4

Pay deposit (if required)

If the quote includes a security deposit, they see a PromptPay QR for the deposit amount.
5

Confirmation

They see a confirmation screen with the signed PDF available to download.
In JingjaiOps, the quote moves to Accepted status, the signed PDF is attached, and you can convert it to a job with one click.
Read What clients see for a tour of every portal screen.