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Jobs

Jobs — what your customers see in their portal

How the customer-facing job view works and what to share vs keep internal.

If both the Jobs module is enabled (Settings → General → Modules) and the Customer portal: Jobs toggle is on (Settings → Customer Portal), every customer with a logged-in account sees their jobs at /user/jobs.

Jobs list page

Each customer sees a card per job, with:

  • The job title and number
  • The pipeline name
  • Current status with the colour chip you configured
  • Owner avatar (the staff person)
  • Due date if set

Jobs you've marked internal (status with "Visible to customer" off) don't appear in this list at all.

Job detail page

Tapping a job opens the detail view with:

  • Full title, status, owner, due date
  • Activity feed — only customer-visible entries (replies, attachments, status changes that aren't internal)
  • Visible job form fields, including any they're allowed to edit and save
  • Reply box — if "Customer replies" is on for the pipeline
  • Upload area — if "Customer uploads" is on for the pipeline
  • Attached files marked customer-visible

What customers can do

  • Read every customer-facing message and download every customer-visible file.
  • Reply if the pipeline allows it — their reply lands on your activity feed.
  • Upload files if the pipeline allows it — their upload lands as a customer-visible attachment with a "From customer" badge.
  • Fill in form fields that you've made customer-editable — saved values fire an activity entry.

What customers can't do

  • See internal notes or internal attachments
  • Change the status (only your team can move stages)
  • Delete anything
  • See jobs that aren't theirs (server-side enforcement, not just UI hiding)
  • Edit form fields that you marked read-only

Hiding a single message after the fact

If you accidentally posted a customer-visible reply that should have been internal, edit the entry on the activity feed and toggle visibility. The customer portal will refresh on their next view (or immediately if their tab is open via push).

Pausing all customer access

Two ways to cut customer access without breaking anything:

  1. Per-customer: open their profile → Notifications tab → set "Notify on job updates" off. They won't be alerted to new activity but can still browse.
  2. Tenant-wide: Settings → Customer Portal → toggle Jobs off. Customers get a 404 on /user/jobs until you turn it back on. Existing jobs are not deleted.