> ## 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.

# Client Portal Overview

> What the customer-facing portal is, who can access it, and what customers can do.

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.

## 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.

## 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](/portal/generate-link) for details.

## 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](/portal/generate-link) for details.

## 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.

## What customers can do

| Action                           | Available                      |
| -------------------------------- | ------------------------------ |
| 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:

| Action               | Why                                  |
| -------------------- | ------------------------------------ |
| Edit any data        | The portal is view-and-act, not edit |
| Cancel a job         | Cancellations go through your team   |
| Change quote details | Once accepted, quotes are fixed      |
| Add line items       | Manual change requests via email     |
| Modify their profile | Contact you to update                |

This intentional design keeps the portal simple and predictable for the customer while keeping you in control of the data.

## 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.

## Next steps

<Columns cols={2}>
  <Card title="Generate a portal link" icon="link" href="/portal/generate-link">
    From customer, quote, or invoice — how to create a portal URL.
  </Card>

  <Card title="What clients see" icon="eye" href="/portal/what-clients-see">
    Tour of every portal screen, tab, and feature.
  </Card>
</Columns>