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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.

The Client Portal is JingjaiOps’ customer-facing website. Every customer can see their jobs, invoices, receipts, and deposits through a single mobile-friendly URL — no password, no app install.

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What the portal is

The portal is a read-and-act window into the data your team manages in JingjaiOps. From a single URL, the customer can:
  • See their active and past jobs with live stage updates
  • Download every invoice, receipt, deposit document, and signed quote
  • Pay outstanding invoices via PromptPay QR
  • Accept and digitally sign new quotes
  • See deposits held and returned
  • View an at-a-glance summary of their account
The portal updates in real time. If your warehouse marks a job Loaded, the customer sees it the same second.

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Who can access it

Anyone with the portal link. Each customer (or quote, or invoice) has its own unique link. The link is the credential — no username or password needed. Links are scoped:
  • Customer-wide link — sees all jobs, invoices, deposits, and quotes for that customer
  • Single-quote link — only the one quote (used for sending a quote for signature)
  • Single-invoice link — only the one invoice (used for sending a payment request)
Read Generate Portal Links for details.

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No password required

JingjaiOps doesn’t require customers to create an account. We made this design choice because:
  • Lower friction — most customers are too busy to register, set a password, and remember it
  • Faster onboarding — they click the link in your email and they’re in
  • Mobile first — no app store, no install, just a URL
The trade-off is that the link itself is sensitive. If forwarded, anyone with the link can view the customer’s data. We mitigate this with:
  • Link expiry (30 days for customer-wide, until close for single-quote or single-invoice)
  • Token revocation (you can revoke any link at any time)
  • No payment execution from the portal (PromptPay payments require the customer to scan and pay; the portal cannot move money on its own)
For sensitive accounts (very high-value customers or contracts), we can enable optional access codes — read Generate Portal Links for details.

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Mobile optimized

The portal is built mobile-first. Designed for use on a phone in line at a coffee shop or at a job site. Works on:
  • iOS Safari, Chrome
  • Android Chrome, Samsung Internet
  • Any modern mobile or tablet browser
The desktop experience is also fine, but most customers open it on their phones.

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What customers can do

ActionAvailable
View a quote✅
Accept and sign a quote✅
Download a quote PDF✅
Pay a deposit (via PromptPay)✅
View a job and its current stage✅
View an invoice✅
Pay an invoice (via PromptPay)✅
Download every document✅
Toggle EN / TH✅
Reply to your team via email✅ (link to your support email)
What customers can not do:
ActionWhy
Edit any dataThe portal is view-and-act, not edit
Cancel a jobCancellations go through your team
Change quote detailsOnce accepted, quotes are fixed
Add line itemsManual change requests via email
Modify their profileContact you to update
This intentional design keeps the portal simple and predictable for the customer while keeping you in control of the data.

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Languages

The portal supports English and Thai. The first time a customer visits, the language matches the Preferred Language field on their customer record. They can toggle EN/TH using the language switcher in the top right at any time, and their choice persists per device.

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Next steps

Generate a portal link

From customer, quote, or invoice — how to create a portal URL.

What clients see

Tour of every portal screen, tab, and feature.