Customer Portal
Give Your Customers Full Visibility Into Their Jobs
The AGX Customer Portal gives your clients a branded, self-service window into their account — quotes, jobs, invoices, shipments, and documents — all without a single phone call to your shop.
Client Dashboard
Everything Your Customer Needs, the Moment They Log In
The customer dashboard gives each client an instant, personalised overview of their account. Board status summaries, open quote requests, and invoice payment status are all visible at a glance — branded with your shop’s logo and name.
- Boards Summary: Not Started, In Progress, On Hold, Cancelled, Finished
- Quote Requests Summary: Open, Answered, On Hold, Failed, Quoted
- Invoice overview: Unpaid, Paid, Overdue, Partially Paid with progress bars
- Revenue chart by invoice — filterable by year
- White-labelled with your shop’s branding
Quote Requests
Customers Submit and Track Their Own Quote Requests
Clients no longer need to call your shop to get a quote. They submit directly through their portal and track every status update in real time — reducing inbound calls and keeping your CSRs focused on the work that matters.
- Submit new quote requests directly from the portal
- Real-time status tracking: Open, Answered, On Hold, Quoted, Failed
- Full request history with dates and reference numbers
- Reduces inbound calls and back-and-forth between customer and CSR
Job Tracking
Your Customers Always Know Where Their Job Stands
Clients can view all active and completed jobs directly from the portal. Each job shows its current status, assigned technician, and key details — keeping customers informed without your team having to field status calls.
- Real-time job status: Not Started, In Progress, On Hold, Finished, Cancelled
- Full job history with job numbers, dates, and service details
- Boards view: visual Kanban layout for fleet managers and repeat clients
- Eliminates inbound status calls to your front desk
Invoice Management
Transparent Billing Your Customers Can Access Anytime
Clients can see every invoice tied to their account — paid, unpaid, overdue, or partially paid — directly from the portal. Full payment status visibility means fewer billing disputes and faster collections for your shop.
- Invoice status view: Unpaid, Paid, Overdue, Partially Paid
- Payment progress bar showing percentage paid per invoice
- Account statement link for full billing history
- Year-by-year invoice revenue chart per client account
Shipments Tracking
Customers Can Track Their Parts From Order to Delivery
Fleet managers and commercial accounts can view shipment records tied to their jobs directly from the portal — giving them the visibility they need without requiring calls or emails to your team.
- View shipment records linked to active jobs
- Serial number and delivery tracking per shipment
- Especially valuable for fleet and commercial accounts managing multiple vehicles
Files & Calendar
Documents and Appointments All in One Place
Clients can access shared documents and view their scheduled appointments directly from the portal — eliminating email chains and reducing the administrative back-and-forth between your shop and your customers.
- Shared Files: invoices, job reports, warranties, and documents uploaded by your shop
- Calendar view: see upcoming scheduled jobs and appointments
- Reduces document requests and confirmation calls from customers
Customer Logs In
Your customer receives portal access credentials and logs in to their branded account page. Their dashboard shows all activity tied to their account from day one.
Submits Requests & Tracks Jobs
The customer submits quote requests, tracks active job statuses, monitors their Kanban board, and views scheduled appointments — all without contacting your shop.
Reviews Invoices & Documents
The customer views outstanding and paid invoices, downloads shared files, and tracks their full account statement — reducing billing disputes and follow-up calls for your team.
Ready to Give Your Customers a Better Experience?
Book a demo to see the AGX Customer Portal in action — and show your clients what a modern auto glass shop experience looks like.
Free setup · No credit card required · 15-minute walkthrough