Customer Portal

Manufacturing Customer Portal

Give customers access to their quotes, order progress, invoices and production paperwork, without ringing your team for every update.

Order queries interrupt your team's production work. Give clients 24/7 access to their project timeline and documents, with a way to communicate directly with your team.

Keep customer updates and documents in one branded portal so clients can check progress without calling your team.

Customer collaboration in manufacturing

Protect your production manager’s time

One enquiry can take 20 minutes away from production

A typical customer progress enquiry can take around 20 minutes of a production manager’s time. Let customers check their quotes and order progress themselves, so your team can stay focused on keeping production moving.

In Austmine’s R. Moore & Sons article, Service Manager Chad Geary describes constantly answering customer progress enquiries before introducing Smart Shop Floor. The benefit is more than fewer calls: it is fewer interruptions to managing production.

“I pretty much had a phone glued to my ear.”
Chad Geary, Service Manager, R. Moore & Sons — as quoted by Austmine

Benefits

Connection that drives growth

Reliable information when your customers need it most

Your clients need current information to plan their own deadlines. With 24/7 portal access, they can check job updates when they need them.

Build repeat business with high customer satisfaction

In today's competitive market, customer service is just as important as quality work for building long-term relationships. Clients stick with suppliers who make their lives easier and whose delivery dates they can trust.

Progress Tracking

Real-time order status visibility

Your Customer Portal provides live production tracking from order through delivery. Customers can check their order number, notes, due date, current status and completion percentage without interrupting your team.

  • Choose between overall progress or detailed step-by-step tracking by client
  • Multi-location support shows customers only their site-specific orders
  • Clear view of completed work and what's still pending
Customer Portal - Job Progress Tracking
Customer Portal - Communication and Documents

Communication, Documents and Project Approvals

Centralised collaboration

Bring your communication together in one place, so you're not losing information between departments and hand-off points. Your Customer Portal creates a single point of reference for document sharing, approvals and questions, reducing scattered communication. Chats are grouped by job for easy reference, and tagged employees receive email alerts about new messages for faster response times.

  • Supervisors and back office team can message with clients
  • Quality checks, rework forms and dispatch inspections can be shared with customers for traceability, along with photos
  • One-click approvals of drawings and project plans with timestamped records speeds up product review process
  • Complete project history stored chronologically for easy reference

A manufacturing customer portal from quote to invoice

What can customers see in the portal?

Customers can access their quotes, order progress, invoices and production-related paperwork. This gives them a place to check the job without ringing your production team for every update.

Can customers check order progress without calling production?

Yes. Smart Shop Floor's Customer Portal connects customers to live production updates. They can check order status, message your team and provide approvals when needed, reducing the need for staff to chase information across departments. The portal keeps customer communication connected to the job as it moves through production.

Read the customer visibility article
Does the portal automatically send an invoice?

Full dispatch triggers a draft invoice in the connected accounting or ERP system. Your team reviews, approves and sends it. Customer access to invoices does not remove that approval step or mean payments are collected automatically.

The shop floor scheduling solution that gets the job done.

We bring together everything you need to schedule and manage your shop floor. Save time, reduce downtime, and boost productivity.

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