Customer Portal
Portal integrated with scheduling, estimates, procurement and invoicing. Customers book service, approve estimates, track jobs and pay invoices from one branded, secure account.
Branded Access & Online Booking
Account contacts approve estimates, follow job status and review visit records in the portal, all read from the same work order that dispatch and field teams update.
Account contacts submit and schedule service requests from the portal. Requests route to your schedule within your availability rules and attach to the correct account and location.
Your company’s logo and brand identity apply across the portal, estimates, invoices and notifications.
Each account contact signs in to a secure portal linked to the customer account record.
Each account views only its own jobs, estimates, invoices and service history. Isolation is enforced at the database level through row-level security.
Approvals & Job Visibility
Account contacts approve estimates, follow job status and review visit records in the portal, all read from the same work order that dispatch and field teams update.
Estimates go out as PDF attachments, signed and returned by email, then re-keyed into a work order.
Status requests come in by phone or email, and office staff check dispatch for each answer.
Paper or photographed signatures are stored outside the job record and retrieved on request.
Parts delays are communicated by phone after the visit is already scheduled.
Account contacts review itemized estimates and approve them with a captured digital signature. Signed approvals are recorded against the estimate and convert to scheduled work without re-entry.
Account contacts view work order status and upcoming visit windows, synchronized with dispatch and field activity.
Customer signatures and completed forms are captured at the visit and stored on the visit record as documentation of completed work, accessible to the account in the portal.
Purchase order status and expected arrival dates for parts-dependent work orders are shared with the account at your discretion, in plain language.
Payments & Service History
Invoice payment, receipts and service history are organized by account, location and equipment and linked to the originating job.
Account contacts view open invoices and remit payment online through a payment link. Payments are applied to the invoice and recorded to the originating job.
Account contacts access payment history across invoices and download receipts on demand, with each payment traceable to its job.
Work orders and visits are organized by location and equipment, giving the account a complete service record for each site and asset.
