Customer portal
What customers see when they sign in at app.roofingboss.ai/portal, and how to help one get in.
The customer portal lets a Blue Sky customer check their jobs and invoices. It lives at app.roofingboss.ai/portal. It's read-only: customers can look, but they can't edit, pay, sign, or send messages from it. Everything it shows comes live from JobNimbus each time the page opens.
How customers get in
- On www.roofingboss.ai, they click Customer login. It's at the top of every page and in the footer. On the home page, the Customer portal card under "Already on a Blue Sky job?" goes to the same place.
- They click Sign in with Google. If Google says they don't have an account yet, they click Don't have an account? Sign up, then Sign up with Google.
- They land on the portal's Overview.
Google is the only way to sign in, so the customer needs a Google account that uses the same email address that's on their JobNimbus contact. That doesn't have to be Gmail: Google lets anyone make an account for the email address they already have.
What customers see
The top bar has Overview, Projects, and Invoices, the customer's email, a ? button that opens this page, and Sign out. On a phone, the page links are hidden, so customers use the View projects and View invoices links on the overview instead.
| Page | What's on it |
|---|---|
| Overview | "Welcome back" with their name, how many projects and invoices they have, and links to each |
| Projects | Each job: its name, job number, address, and status |
| Invoices | Each invoice: its number, date, due date, status, Total, and Balance due |
Costs, margins, notes, and sales rep details are never shown.
How the portal finds a customer's records
- It looks for a JobNimbus contact whose email matches the email the customer signed in with.
- It shows the jobs and invoices where that contact is the customer or a related contact, up to 50 of each.
Statuses appear exactly as they're named in JobNimbus. Because the portal shows every job and invoice tied to the contact, whatever its status, a draft invoice shows up too.
Help a customer who can't see their project
Tell them: "Go to roofingboss.ai, click Customer login, and sign in with Google using the email on your estimate or invoice."
If that doesn't work, find the problem from what they see:
| They see | What it means | Fix |
|---|---|---|
| We have not matched this email to a job yet, or We could not find a contact matching this email yet | No JobNimbus contact has the email they signed in with | Check the contact's email in Contacts. Correct it there (saved to JobNimbus), or have them sign in with the email that's on file. |
| No projects yet with "When a job is created for your property…" | The contact was found, but no job is tied to it | Make sure the job lists this contact as its customer or a related contact. |
| No invoices yet with "Invoices appear here…" | The contact was found, but no invoice is tied to it | Make sure the invoice is tied to this contact in JobNimbus. |
Fixes in JobNimbus show the next time the customer opens or reloads the page.
In the mobile app
A customer who signs in to the Roofing Boss mobile app sees the same portal there, with Overview, Projects, Invoices, and Account tabs. Account is where they sign out or delete their account. Delete account deletes their portal sign-in and profile right away, after they confirm. Their jobs, invoices, and contact in JobNimbus aren't affected.
See what a customer sees
Staff can't open the portal with their own account: going to the portal sends them to the dashboard. Once a customer has signed in at least once, an admin can see their portal exactly as they do by impersonating them. See Access control.
Links that don't need the portal
Some links you send customers open without signing in at all, such as a shared work order or file, or a request for photos. See Share links and Work orders.