Customer Status Page
Give customers a self-serve way to check on their piece. Every work order has a private status link you can share — they open it on their phone (no login) and see a clean, branded page with the job’s current status, the promised date, and its progress.
It’s the same idea as a package-tracking page, for the bench.
Sharing the link
Open a work order, expand the Activity card, and click Copy link next to Customer status link. Paste it into a text or email — or read it to them over the phone. The link is unique to that order and requires no password.
Tip: paste it whenever you message a customer (“We’ve received your ring — track it here: …”). It cuts down on “is it ready yet?” calls.
You usually won’t need to paste it by hand, though: every status notification you send already includes it. When you use a ”… + notify” button on a work order (e.g. Start work + notify, Ready for pickup + notify), JewelTrak automatically appends a “Track your order →” link to the message — so the customer just taps it and lands straight on their status page, no order number or phone to type. The automatic ready-notice (below) includes it too.
Let customers look it up themselves
You don’t have to send a link at all. JewelTrak gives your shop a single public lookup page where any customer types their order number (the work-order number on their take-in receipt) and the phone on file, and sees their status — no link needed.
Find it in Settings → Organization → Customer Status Lookup. There’s a copyable link and a QR code: put the link on your website, print the QR on receipts or a counter sign, or hand it out however you like. It’s the same idea as an order-tracking page on any store’s website.
It’s always on — nothing to enable — because it only ever shows status, never changes anything. It’s also locked down: a customer must enter both the right order number and a matching phone, the page reveals nothing if either is wrong, and repeated tries are rate-limited so no one can guess their way into a stranger’s order.
When the lookup matches, the customer lands on the same branded status page described below.
What the customer sees
A branded page with your shop name and logo, then:
- A friendly status — “In the workshop,” “Ready for pickup! 🎉,” “Waiting on your approval,” etc. (plain language, never internal jargon)
- The promised date, while the job is still in progress
- A progress timeline — the milestones the piece has passed
- A “Review & approve” button if there’s a design waiting on their approval — it takes them straight to the CAD approval page
- Your phone number, so they can call with questions
It deliberately shows nothing internal — no prices, no costs, no vendor names, no staff notes. Just where their piece is.
Send it automatically when the order is ready
You don’t have to copy the link by hand. In Settings → Integrations → Email, turn on “Email customers automatically when their order is ready.” From then on, whenever a work order moves to Ready for Pickup — whether you drag it on the board or change it on the work order — JewelTrak emails the customer your Ready message with this status link included.
It’s safe by design:
- Only customer pieces with an email get one (never internal jobs).
- It sends once per job — if you already notified the customer (manually or automatically), it won’t send again.
- It’s off until you turn it on. (Text/SMS notifications wait on carrier registration; email works today.)
- You can skip it for one job: open the work order → Details → tick “Don’t auto-email this customer when ready.” Handy for a customer who asked not to be emailed — you can still notify them by hand.
Good to know
- The status updates live — whenever you advance the job (on the board or the work order), the customer’s page reflects it next time they open the link.
- The link is unguessable and scoped to that one order; it can’t be used to see anyone else’s.
See also
- Customer CAD Approval — the design sign-off flow the status page links to
- Work Orders board — drag a job to a new lane and the status page follows