New
Tracking portal: your customers see their orders with your brand
Share a private link where each customer sees the status of their open orders, with your business logo and colors.
Your customers no longer need to ask "how is my order going?". You share a link and they see their open orders on a page with your business brand, with no account.
What changes
- A "Share" button on the task detail and on the customer page (owner and manager): it creates the customer's link, copies it to the clipboard or opens the phone's share sheet. It is one link per customer: it works for all their orders, including the ones created later.
- The customer's page shows your business logo, name and colors, their first name, their open orders with a plain-language status and the time, and what finished in the last 30 days. It refreshes by itself, works on a phone, in light or dark, and is available in Portuguese, Spanish and English.
- You stay in control: pick the validity (7, 30, 90 or 180 days), generate a new link (the old one stops working right away) or revoke it. Every action is written to the audit log.
- Optional balance: "Show balance" starts off. If you turn it on for a customer, they see how much is left to pay in total and per order, calculated by the server from recorded payments.
Privacy
- The link is private and opaque: it cannot be guessed, it is not indexed, it uses no cookies or third-party scripts, and it is read-only. An expired or revoked link shows the same friendly message as one that does not exist.
- It does not show phone, email, address, notes, team comments or other customers' data. Mention it in your privacy notice if you publish the balance.