Dashboard

The customer portal opens to a clean, spacious interface with an AI chat assistant at the center — not a cluttered dashboard full of charts and numbers. This is your command center for managing quotes, orders, deliveries, and materials across all your construction projects.

The portal follows a spatial design philosophy. When you log in, you see the AI chat assistant prominently centered, with two primary entry points: Orders and Market. Each opens a focused workspace where you manage that aspect of your business.

Customers who prefer to skip the AI and go straight to their orders or the product catalog can do so with a single tap. The AI is the primary interaction point, but it is never the only path.

On mobile, the same layout adapts to touch — glass-style cards for each workspace, full-screen on tap, with a back gesture to return to the main screen.

Your recent activity is accessible inside the Orders workspace: open quotes awaiting your response, orders in progress with delivery status, recent deliveries with proof-of-delivery records, and pending invoices. The system highlights items that need your attention — an expiring quote, a delivery arriving today, or an invoice approaching its due date.

Activity is organized by project if you have set up project groupings. This means you see "Villa Phase 1 — 3 active orders, 1 delivery today" rather than a flat list of unrelated line items.

The AI assistant can give you a status summary on demand. Ask "What is happening with my orders?" and it pulls together active quotes, in-progress deliveries, and any items needing attention into a concise briefing. Ask "When is my next delivery?" and it returns the specific date, time window, and driver contact.

The assistant also proactively suggests actions based on your activity: reorder reminders for recurring materials, alerts about quotes nearing expiration, and follow-ups on outstanding items.

The portal is a customer workspace. Your quotes, orders, deliveries, documents, projects, and notification preferences are scoped to the signed-in customer account. HyperQuote employees use the separate internal application for operational work and approvals.

The portal sends notifications through multiple channels based on urgency. Push notifications for order status changes, WhatsApp messages when quotes are ready or deliveries are dispatched, email for invoices and formal documents, and SMS for day-of delivery alerts. You control your notification preferences in the portal settings.