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 and look at the top of the Work to be done card. There are two buttons:

• Send status — opens a message with the link already in it, addressed to the customer. Pick email or text, edit the wording if you like, and send. Nothing about the job changes; it only sends.
• Copy status link — puts the link on your clipboard, for when you’re already in a text thread with the customer or reading it out over the phone.

The link is unique to that order and requires no password.

Tip: Send status is the quicker one when a customer calls to ask how their ring is coming along — you can have the message out before you hang up.

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 — every step on the job’s Work to be done list: the ones finished, the one being worked right now, and the ones still to come. So a customer can see their ring is on setting, with polishing left, instead of just “in progress.” The live step is dated from when it started, which JewelTrak stamps by itself as you mark steps done — there is nothing extra to fill in.
• 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.

Two things about the step list are worth knowing. Steps you mark Internal (QC, shipping, waiting on a supplier) are left off the customer’s page entirely, exactly as they’re left off their printed copy. And a step that’s out at an outside vendor shows only its name and that it’s in progress — never who the vendor 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.
• “Ready” is the only message JewelTrak ever sends on its own. Nothing goes out when a job is received, starts at the bench, moves from one step to the next, or comes back from a vendor — those are yours to send with the ”… + notify” buttons or Send status, or to skip. The customer’s own status page is always there for the in-between, so nobody gets a text they didn’t ask for.

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