Improved
One action instead of seven steps. The customer portal used to show a fixed "Next steps" list — including deposit and final payment, even though many caterers don't bill that way. Clients mostly saw steps that would never apply to their event. Now there is exactly one item: the thing that's genuinely on their plate.
What shows up follows the actual status. A contract waiting for signature comes first, then a sent quote, an overdue invoice, assigned tasks, open portal questions and finally an outstanding invoice. When none of that applies, the portal calmly says nothing is pending — instead of inventing a task.