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Machine QR

Changelog

Customer portal

One branded site where your customers find their machines, your documents, and service.

Your workspace can have a customer portal at /@<handle>. Customers browse your machine types, download the documents you share, open a machine's page from its QR code, and ask for service. Nothing is public until an owner or admin shares it.

The Brandt Fluidtechnik portal shows its search and the catalog of screw compressors

How it works

  • Owners and admins turn on Customer portal in Settings. Branding sets the name, logo, color, headline, and links.
  • Owners and admins choose which asset types the portal shows. Properties, tags, and the document folders of asset types are shared one by one. A folder is shared with Everyone or with Approved contacts.
  • A type page shows the type's image, description, specifications, and shared documents. A type with variations lists them with filters, such as rated power or pressure.
  • Scanning a machine's QR code opens the machine's page: its name and code, the type's specifications and documents, and Ask for service.
  • Ask for service sends the name, email, and message to your default inbox as a held conversation. Without a default inbox, the portal offers phone and email.

The BK-45 Hall 2 page shows the machine's specifications, Ask for service, and its service documents

Customers sign in

  • Customers sign in with a six-digit code from an email. There are no portal passwords.
  • Signed in, a customer sees Your machines and Your requests. A machine appears there only after a member gives access to it, or to the space it is in.
  • On a machine's page, a signed-in customer selects Request access. Owners and admins approve or decline it in Contacts.
  • Settings → Customer portal → Access sets how open the portal is:
    • Public: anyone browses the catalog, type pages, and folders shared with Everyone.
    • Request access: strangers see only a sign-in page and wait for approval.
    • Invite only: only contacts a member added can sign in.

Markus Weber's Your machines page lists two machines and one access request

What to expect

  • A new portal starts on Request access. Choose Public if visitors should browse without signing in.
  • Contacts are not members and use no seat. Signing in to the portal does not open the app.
  • Members always get past the sign-in page and see the portal as a customer would.

How to explain it

  • "Scan the code on your machine, or sign in to our portal, to get its manuals and ask us for service."
  • Don't imply: customers see your work orders, logbook, or the machine's history. They see only what you share.