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Portal ยท Product update

Milestone alerts and shared job views are now live

Two of the most requested additions to the customer portal are now live: milestone alerts, and shareable job views you can hand to your own customers without forwarding a single email.

Milestone alerts

Every shipment in the portal now raises an alert at each milestone (collected, cleared, out for delivery, installed) rather than only at the start and end of the job. You choose whether that's an email, a portal notification, or both, per shipment or across the account.

This came directly from customer feedback: teams tracking time-critical installs wanted to know the moment something changed, not just when it finally arrived.

Shareable job views

If you're moving equipment on behalf of your own customer, you can now generate a read-only link to that specific job: live status, milestone history and delivery documents included, nothing else on your account exposed. No login required on their end, and the link can be revoked at any time.

It's the same visibility your own team already gets in the portal, just scoped to the one shipment your customer actually cares about.

What's next

Both features are available now for all portal accounts at no extra cost. If you'd like a walkthrough before rolling it out to your own customers, get in touch and we'll set up a short call.

Want a walkthrough of the portal?

Get in touch and we'll set up a short call.