Customer Portal
Customer Portal Overview
Guide to the customer-facing project portal for FTS Platform
Customer Portal Overview
The Customer Portal is a separate interface from the Admin Portal. It is designed for external customers (builders, developers) to view their projects, track orders, manage documents, respond to RFIs, and communicate via project notes.
Accessing the Customer Portal
Customers log in via Auth0 SSO. After authentication, customers are directed to the Customer Portal based on their user role.
The Customer Portal URL is: /projects
Projects List
The Projects page shows all projects associated with the logged-in customer's company.
Features:
- Search — Type to search projects by address, job number, or SPI
- Pagination — Navigate through projects (20 per page)
- Sort — Sort by last updated date (default), address, or other fields
Each project row displays:
- Client reference number
- Property address
- SPI (Standard Parcel Identifier)
- Number of orders
Click any project row to open the Project Detail View.
Project Detail View
The project detail page (/project/{id}/view) shows:
Header Section
- Project number and address
- Project status badge (color-coded)
- SPI number
Property Details Panel
- Estate name, Division, LGA
- Permit Expected / Applied / Issued dates
- Customer Contact and FTS Consultant emails
Tabbed Content Area (lazy-loaded)
| Tab | Description |
|---|---|
| Orders | All regular orders for this project (default) |
| Core Milestone | Milestone-linked orders shown separately |
| Documents | Project documents with upload capability |
| RFI Items | Requests for Information with bulk actions |
Sidebar
- Location Map — Interactive Leaflet map with parcel polygon overlay
- Project Notes — Chat-style note interface
Action Buttons
- Create New Order — Links to the ordering wizard
- Generate Current Checklist — Download PDF of current RFI checklist (when RFIs exist)