What your customers see

Getting customers in

Customers sign up from your portal link and are matched to their company (you approve unmatched signups under Admin → Signups). Each login sees only their own company's RFQs, quotes, and orders.

Submitting work

1. + New RFQ walks them through project info, line items, and file uploads (prints, BOMs, photos) — or they can sketch a part right in the browser.
2. + New T&M Job starts time-and-materials work without a quote round-trip.
3. RFQs that arrive by email instead? Your team enters them from Pipeline → Customers → + New RFQ — the customer never needs a login.

Tracking

Active quotes show live status labels you control per stage. Once a PO is accepted, Active orders shows each job with a progress bar and every line item's current production stage — straight from your board, no extra work. T&M customers can optionally watch live cost progress (toggle under Admin → Settings → Markup).