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Client Portal

This is a customizable basic Client Portal application template developed using the Tailor Platform. It provides the building blocks to manage service requests.

Client Portal UI


With this template you can craft client and manager facing pages.

Clients can for instance:

  • Open new service requests and track their status.
  • See their open and completed service requests.
  • See due and paid invoices.

Managers can for instance:

  • See all the customers, service requests, and invoices.
  • See detailed information for each customer.
  • Complete service requests and create invoices.

Deploy this template:

To deploy this template, you need tailorctl and Tailor account.
If you don’t have a Tailor account, please contact us.
In order to install tailorctl, please follow the instructions.

# Install tailorctl
brew install tailor-platform/tap/tailorctl

# Log in to Tailor Platform through CLI
tailorctl auth login -u '$username' -p '$password'

# Create a workspace in Tailor Platform
tailorctl workspace create --name '$workspace_name' --owner-username '$owner_username' --owner-password '$owner_password'

# Create an application in Tailor Platform
tailorctl app create '$application_name'
# Create Tailor template

tailorctl template generate -t git+ -o charts

# Apply Tailor template
tailorctl app apply -m charts

# Login to the application with the owner credentials
tailorctl app login -u '$owner_username' -p '$owner_password'

# Import the initial users into the application
tailorctl app import -m charts

# Login to the template with the test admin user
tailorctl app login -u 'adminadmin' -p 'adminadmin'

# Seeding the test data
tailorctl app import -m charts/seed

# Open the Graphql playground of the app in browser
tailorctl app open

# To login to the application, use the following in GQL Playground.
orgKey: "csp05092020-WpviOw"
id: "adminadmin"
password: "adminadmin"

Once you run these command, this application is deployed to your preserved domain and the GraphQL endpoint will be ready to interact with Frontend.

For the application login, please refer to the documentation.

How does this template work?

In this template, models and business logics are defined with CUE in the manifest directory. Tailor PF consumes those models and logics and automatically sets up types in GraphQL SDL. Once you deploy the template, you can see the GraphQL SDL in the playground.

For more details, please take a look at the developer documentation.

Customization & Expansion with Tailor Templates

Embrace the power of customization with our Tailor Templates, where versatility meets functionality. These templates serve as dynamic foundations for your ERP system, providing highly customizable platforms that adapt to the unique requirements of your business.

The customization process is straightforward – simply clone the Git repository of the chosen template and personalize your data models, business logic, event-triggered workflows, and more. You'll find that setting up your internal tools doesn't require extensive coding.
To learn more about customizing your templates, refer to Tailor Platform developer document at

Recognizing that ERP systems are not one-size-fits-all solutions, Tailor templates offer a boilerplate to jumpstart your ERP's development, providing the flexibility to evolve as your business grows. With Tailor, you're adopting a system designed to adapt with your enterprise's needs.

See also

Build your tailor-made business app

With Tailor Platform, you can build powerful, custom business apps that meet your unique needs in just three easy steps. Start building your apps today and experience the benefits of a fully customizable headless ERP.