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The customer portal is organized into five tabs. This page walks through each one so you know exactly what your customer is looking at when they call you with a question.

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Home tab

The first screen the customer lands on. Designed to answer “what’s happening with my account right now?” without any clicks. Sections (top to bottom):
  • Greeting and customer name
  • Active jobs — list of jobs currently in any non-closed stage, with current stage and end date
  • Outstanding invoices — unpaid or partial invoices with PromptPay QR
  • Pending deposits — deposits requested but not yet paid
  • Quick links — shortcuts to the other tabs
If everything is settled (no active jobs, no unpaid invoices, no pending deposits), the home tab shows a friendly “all caught up” state with a thank-you message and a way to contact you.

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Jobs tab

Every job tied to the customer, grouped by status:
  • Active (jobs in any non-closed stage)
  • Upcoming (jobs scheduled to start soon)
  • Past (closed and cancelled jobs)
Click any job to see:
  • Status banner with the customer-friendly stage label
  • Job dates
  • Equipment list (friendly names, no asset IDs)
  • Documents (signed quote, signed delivery manifest, current invoice)
  • AI Job Report (for closed jobs, customer-facing version)
  • Contact us button

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Invoices tab

Every invoice tied to the customer, with status badges:
  • Unpaid / Partial (with a Pay button)
  • Paid
  • Overdue (with a Pay button)
Click any invoice to see:
  • Invoice PDF rendered inline
  • Payment details (already-paid amounts, balance due)
  • Pay button if balance > 0
  • Download button for the PDF
  • Tax Invoice (if issued) downloadable separately

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Receipts tab

Every receipt issued to the customer:
  • Regular receipts (RC-)
  • Pre-payment receipts (PREREC-)
  • Deposit receipts (DEPR-)
  • Deposit return receipts (DEPRR-)
Each receipt is listed with date, amount, and reference. Click any receipt to view the PDF or download. This tab is what customers use at year-end for their accounting — they grab every receipt of the year here and hand it to their bookkeeper.

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Documents tab

A flat list of every document tied to the customer:
  • Signed quotes
  • Invoices and Tax Invoices
  • Receipts (all types)
  • Deposit requests, DEPR, DEPRR
  • Delivery manifests
  • AI Job Reports (customer-facing version)
Useful when the customer needs to grab everything in one place — a single download button bundles them into a zip.

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PromptPay QR on unpaid invoices

When a customer opens an unpaid invoice, the portal shows a PromptPay QR code below the invoice details. The QR is generated dynamically with:
  • Your business’s PromptPay number (configured in Settings → Business Settings)
  • The exact balance due as the amount
The customer scans the QR with their banking app, the amount auto-fills, and they confirm the transfer. After paying, they should:
  1. Take a screenshot of the bank confirmation
  2. Tap I’ve paid in the portal
  3. Optionally upload the screenshot
Your team gets a notification (“Customer reported payment for INV-2026-0042”), reconciles against your bank statement, and records the payment. Once recorded, the invoice flips to Paid in the portal. JingjaiOps does not auto-detect bank receipts (Thai banking APIs don’t currently provide that for small businesses). The customer-reports-pay flow is a hand-off signal, not an automatic confirmation.

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Deposit section

The deposit section appears on the home tab and on the relevant job detail. It shows:
  • Held — current deposit balance held by you
  • Pending — deposits requested but not yet paid (with PromptPay QR for payment)
  • Returned — historical deposit returns with date, amount, and any deduction reason
For partial returns, the customer sees both the returned amount and the retained amount, with the reason text from your DEPRR notes.

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Language toggle

Top right of every page. EN / TH switch:
  • Defaults to the customer’s preferred language on first visit
  • Persists in browser cookies
  • Switches every label, date format, and document language instantly

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What customers do NOT see

For privacy and operational separation, the portal hides:
  • Asset IDs (only friendly equipment names show)
  • Internal notes from your team
  • Other customers’ data
  • Your inventory (only what’s on their jobs)
  • Damage cost estimates (they only see what was deducted from their deposit, with reason)
  • Recommendations from the AI Job Report (those are internal-only)
This hard wall between customer-facing and internal data means you can take notes freely without worrying that the customer will see them.