FieldTechSchedulerCustomer portal
The portal that ends "did anyone come today?" calls
Your customers get a link in their email, no account and no password, that opens their own portal: every visit with its checklist, service status in plain words, invoices they can pay right there, and quotes they can approve from the couch.
What customers see
Every visit, on record
Visit history with the task checklist as it actually happened, plus a summary email after each completed visit. Trust builds itself when the work is visible.
Status in plain words
"In range." "Adjusted during visit." Customers see confidence-building language, never raw readings, chemical amounts, or product names to misread or second-guess.
Invoices that get paid
Open balances show with a Pay button (Stripe), and customers can enroll in autopay themselves. That's the single biggest fix for your accounts-receivable aging.
Quotes with the evidence
Quotes show line items and the field photos behind them. Approve or decline in one tap; you see when it's been viewed.
Service requests in, not calls
A simple request form drops onto your alerts board. One open request per customer means a worried homeowner tapping five times doesn't create five tickets.
No passwords, by design
Access is a signed link in their email that keeps working for 30 days. No accounts to create, no resets to support, and links can always be re-sent.
Built like something you'd trust with your brand
- Phone-first, fast pages with zero client-side JavaScript, so it loads on a bad connection at the beach.
- Carries your company name; renaming your company updates the portal immediately.
- Kept out of search engines entirely: a customer's portal is private, and we enforce that at three layers.
- Billing and quotes sections appear only if you've turned those modules on. No dead buttons.
Send yourself a portal link
The demo includes a live portal for a sample customer. Try it on your phone.