Customer Portal Widget
Self-ServiceGive customers a self-service portal to track jobs, upload documents, view estimates, and manage their payment history.
Job Tracking
Customers can search and view their job status
Document Upload
Allow customers to upload files and photos
Estimate View
Customers can review their estimates and quotes
Payment History
View past payments and invoices
Embed Code
Basic Embed
<!-- Customer Portal Widget -->
<div id="qt-portal-jobportal"
data-widget="jobportal"
data-tenant="YOUR_TENANT_ID"
data-container="qt-portal-jobportal"
data-display-mode="button">
</div>
<!-- Load widgets -->
<script type="module"
src="https://cdn.widgetfied.com/portal.js">
</script>Replace YOUR_TENANT_ID with your actual tenant ID. Use data-display-mode="button" for best results.
With Payment Integration
<!-- Customer Portal WITH Payment Integration -->
<div id="qt-portal-jobportal"
data-widget="jobportal"
data-tenant="YOUR_TENANT_ID"
data-container="qt-portal-jobportal"
data-display-mode="button"
data-payment-enabled="true"
data-payment-widget="qtPortalPayment">
</div>
<!-- Payment Widget (required for portal payments) -->
<div id="qt-portal-payment"
data-widget="payment"
data-tenant="YOUR_TENANT_ID"
data-container="qt-portal-payment"
data-global-name="qtPortalPayment">
</div>
<script type="module"
src="https://cdn.widgetfied.com/portal.js">
</script>Add a Payment Widget with matching data-global-name to enable payments within the portal
How It Works
Customer Enters Details
Customers enter their email or phone number to access their portal.
Views Jobs & Estimates
Once verified, customers see all their jobs, estimates, and booking history.
Uploads Documents
Customers can upload additional photos or documents related to their jobs.
Manages Payments
View payment history, pay outstanding balances, and download invoices.
Configuration
Configure your portal widget in the dashboard:
Verification Method
Dashboard SettingsChoose email or SMS verification for customer login
Visible Sections
Dashboard SettingsEnable or disable specific portal sections
Document Types
Dashboard SettingsConfigure allowed file types for uploads
Branding
White Label SettingsCustomize portal colors and logo to match your brand
Requirements
- Active Widgetfied subscription
- At least one data source (estimates, bookings, or payments)
- Email or SMS verification configured
- Valid email configuration for verification codes
Troubleshooting
Customer cannot find their jobs
- • Verify the customer email/phone matches records
- • Check that jobs are synced from Google Sheets
- • Ensure the customer has at least one job/estimate/booking
Verification code not received
- • Check spam/junk folder for emails
- • Verify email configuration is correct
- • Try sending the verification code again
Documents not uploading
- • Check file size (max 10MB per file)
- • Verify file type is allowed in settings
- • Ensure stable internet connection