Customer Portal

The NextRoute customer portal gives your customers a branded self-service interface to view their service schedule, pay invoices, and manage their account.

Accessing the Portal

Customers access the portal at:

• Default URL: nextroute.app/portal
• Custom domain: portal.yourbusiness.com (if configured in General Settings)

Customers log in using their email address and a password or magic link.

Portal Features

Service Schedule

Customers can view their upcoming and past service dates:

• Upcoming services: Dates pulled from generated routes where the customer has a stop
• Service history: Past completed and skipped services with dates and status
• Next service date: Prominently displayed for quick reference

Invoices & Payments

• Invoice list: All invoices with status badges (draft, sent, paid, overdue)
• Invoice detail: View line items, subtotals, tax, and total
• Pay online: Click to pay via Stripe (card or ACH) if Stripe Connect is configured
• Payment history: Record of all past payments

Account Information

Customers can view and update:

• Name and contact information
• Service address(es)
• Service plan details
• Notification preferences

Vacation Holds

Customers can request vacation holds directly from the portal:

• Select start and end dates
• Add optional notes
• Hold is created and cascades to draft routes automatically

Service Requests

Depending on your configuration, customers may be able to:

• Request a service skip for a specific date
• Request a one-time extra service
• Update their service plan
• Cancel their service

Portal Branding

The portal automatically uses your business branding:

• Logo: From your General Settings
• Business name: Displayed in the header
• Color scheme: Matches your configured brand colors

Customer Notifications from Portal

When customers take actions in the portal (e.g., request a vacation hold, pay an invoice), the system:

1. Processes the action immediately
2. Sends a confirmation notification
3. Logs the action in the audit trail

Security

• Portal authentication is separate from the dashboard login
• Customers can only see their own data
• All data is scoped to the customer's customer_id
• Passwords are securely hashed
• Sessions expire after inactivity

Related

• Enrollment — self-service customer signup
• Vacation Holds — how portal-created holds work
• Invoices — invoice viewing and payment