WorkshopHQService Workspace

Add-on feature

Give customers a clearer online experience

Let customers view relevant quotes, invoices and documents online when the portal is enabled.

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Add-on and access note

Customer portal access should be enabled only for companies with the relevant portal entitlement or plan support.

Benefits

Why workshops use Customer Portal

Create a clearer digital experience for customers.
Expose only approved customer-facing information.
Support document visibility without sharing internal notes.
Connect portal access to customers, vehicles, quotes and invoices where configured.
Connected workflow

How it connects to WorkshopHQ

WorkshopHQ keeps public website promises tied to real dashboard modules, permissions and add-on entitlements.

The portal connects to customer records and selected documents.
Portal APIs must always confirm ownership and access tokens.
Customer portal views should never expose another company’s data.

Related modules

These connected pages explain the surrounding workflow so customers understand how the module fits into the full platform.

Customers

Keep customer details, vehicles, communication history and workshop documents connected.

Vehicles

Track vehicle details, registration, odometer, job history, WOF context and customer ownership.

Quotes

Create clear workshop quotes that connect to customers, vehicles, jobs and invoice conversion.

Invoices

Invoice completed work with customer, vehicle, job, GST and payment context kept together.

Payments

Connect invoice payment status and customer payment workflows where Stripe and company billing settings are configured.

Customer Check-In

Let customers provide vehicle and concern details before the workshop creates or updates the job.

Frequently asked questions

Can customers see internal workshop notes?
No. Public and portal views should only expose customer-safe fields and must hide internal notes.
Is portal access separate from staff access?
Yes. Customer portal access must be authenticated and scoped differently from admin, company and mechanic access.

Ready to see WorkshopHQ in context?

Start with the plan and add-on mix that matches your workshop. We keep the public pages connected to real platform capabilities and access rules.

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