Sharing Overview
PraticOS allows you to share Service Orders with your customers through magic links. Customers can view details, approve quotes, and comment - all without creating an account or logging in.
Secure Access
Each link is unique, temporary, and can be revoked at any time. The customer only accesses the shared SO, with permissions controlled by you.
View
Customer sees SO details, services, and values in real time
Approval
Approve or reject quotes directly through the link
Comments
Direct communication between customer and technical team
Link Permissions
You control what the customer can do when accessing the link. By default, all permissions are enabled.
View
See SO details, list of services, products, and total values.
Approve
Approve or reject the quote. When rejecting, can include a reason.
Comment
Send comments and questions directly on the SO.
Customizing Permissions
- On the sharing screen, tap Advanced Options
- Enable or disable each permission as needed
- Changes are applied to the next generated link
Link Validity
Share links have configurable validity to ensure security.
Expired Link
When the link expires, the customer sees a message informing that access is no longer available. You can generate a new link at any time.
Validity Options
- 7 days: Default - ideal for simple quotes
- 14 days: For services that need more analysis time
- 30 days: For larger projects or customers who take time to decide
Access Tracking
The system automatically records when the customer accesses the shared link.
Views
Number of times the link was accessed
Last Access
Date and time of last customer view
Status
Whether it was approved, rejected, or still pending
Revoke Access
You can remove customer access at any time, even before the link expires.
Irreversible Action
When revoked, the customer loses access instantly. If needed, you can generate a new link afterward.
How to Revoke
- Open the SO and tap Share
- Scroll to the bottom and tap Revoke Link
- Confirm the action in the dialog that appears
- The link stops working immediately
Notifications
Your team receives push notifications when the customer interacts with the shared SO.
Quick Response
Notifications allow you to respond quickly to the customer, improving the experience and speeding up approvals.
You Will Be Notified When
- Approval: Customer approved the quote through the link
- Rejection: Customer rejected the quote (with reason, if provided)
- Comment: Customer sent a new comment or question
Customer Rating
When the SO is completed, the customer can rate the service directly through the shared link.
View All Ratings
In the app, go to Settings > Ratings to see overall average, total ratings, and complete list with comments.
1 to 5 Stars
Simple and intuitive star rating
Optional Comment
Customer can leave detailed feedback (up to 500 characters)
Once Only
Each SO can only be rated once by the customer
How It Works
- SO is marked as Completed by the technician
- Customer accesses the share link
- Rating section appears automatically
- Customer selects 1 to 5 stars and optionally comments
- You receive a push notification of the new rating
Frequently Asked Questions
Does the customer need to create an account to access?
No. The magic link allows direct access without registration or login. Just click the link.
Can I share the same SO multiple times?
Yes. If a valid link already exists, it will be reused. You can also revoke and create a new link whenever you want.
What happens when the customer approves?
The SO automatically changes to Approved status, a comment is added to the history, and your team receives a notification.
Can I see the customer's comments?
Yes. Comments appear in the SO history, identified as coming from the share link.
Does the link work on computer and mobile?
Yes. The page automatically adapts to the customer's device (responsive).
How do I know if the customer viewed it?
On the sharing screen you see the view counter and the date of last access.