Use cases

A field service customer portal for jobs, sites, and costs

Keep customers informed about the work delivered across their properties. Turn the job and maintenance records you already keep into a dashboard showing completed visits, outstanding work, service activity, and recorded costs for that account.

14-day free trial. No credit card required.

CustomerDashboard showing charts and metrics for a customer account

What was done, what is still open, and what it cost.

Show what happened at each site

Present service dates, job categories, and recorded completion status.

Make maintenance easier to review

Summarize recurring work and outstanding items by property or contract.

Bring costs into the same conversation

Show recorded spend next to the work delivered in that period.

How it gets in front of customers

Connect the data you already keep, build the report once, and give each account a login.

  1. 1

    Connect job and maintenance records

    Sites need to be tied to the customer account.

  2. 2

    Build one contract view

    Visits, open work, and cost across that customer's sites.

  3. 3

    Give each customer a login

    They see their properties only.

What customers can see

Built from the records you connect. These are the reports you can build from the records you connect.

  • Completed visits

    Jobs finished for that customer, by site.

  • Open work

    Items still outstanding on the contract.

  • Recorded cost

    Spend by property, from your job records.

  • Service dates

    When the work was recorded as done.

Service reporting, not schedulingCustomers review jobs you have already recorded. Creating work orders, scheduling visits, and messaging tenants stay in your field service system.

Questions

Can a customer view several sites in one report?

Yes, when your data associates those sites with the customer's account and the dashboard includes them.

Can customers book a visit here?

No. This reports on jobs already recorded. Scheduling stays in your field service system.

Related: solar customer portals ยท MSP client reporting

Create your field service reporting portal

Keep customers informed about the work delivered across their properties.

14-day free trial. No credit card required.

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