Available Now
Core customer portal features that are ready to use today
Job Request System
Customers can submit detailed job requests with priority levels, service types, and preferred scheduling times
Service History & Reports
View completed jobs with detailed reports, job status tracking, and invoice information for full transparency
Invitation-Based Access
Secure customer access through organization invitations, ensuring only authorized customers can access your services and information
Profile Management
Customers can update their contact information, phone number, and address details securely
Request Status Tracking
Track job request status (pending, approved, rejected) with detailed review notes and job creation notifications
Editable Requests
Customers can edit pending requests before approval, ensuring accuracy and flexibility in job planning
Coming Soon
Enhanced features that will take your customer experience to the next level
Real-Time Communication Coming Soon
Direct messaging with technicians, service updates, and appointment confirmations for seamless communication
Online Payment Processing Coming Soon
Secure payment processing with invoice viewing, payment history tracking, and automated receipts
Why Your Business Needs a Customer Portal
Reduce Administrative Workload
Customers can submit job requests and access their service history independently, reducing phone calls and manual data entry
Improve Customer Satisfaction
Self-service capabilities provide convenience and transparency that customers expect in today's digital world
Streamline Job Requests
Structured job request system with priority levels and detailed information helps you prioritize and plan work more effectively
Build Customer Trust
Complete service history, detailed job reports, and transparent request tracking build long-term customer relationships
Customer Portal Dashboard
Customer Portal Questions & Answers
Everything you need to know about our customer self-service portal
How does the customer portal integrate with my field operations?
The customer portal seamlessly integrates with your FieldPathPro field operations. When customers submit job requests, they appear in your admin dashboard for review and approval. Once approved, jobs are automatically created and assigned to technicians through your mobile app. Service history and reports are updated in real-time.
How secure is the customer portal?
The customer portal uses invitation-based access, ensuring only authorized customers can access your services. Customers must be invited by your organization and use their invited email address to sign up, providing secure, controlled access to your field service management system.
What information can customers access through the portal?
Customers can view their complete service history, including completed jobs with detailed reports, job status, and invoice information. They can submit new job requests with priority levels and service types, track request status, edit pending requests, and update their profile information including phone and address details.
How do customers access the portal?
Organizations invite customers via email, and customers use their invited email address to sign up and access the portal. The portal features a clean, intuitive interface with tabbed navigation for job requests and completed jobs. It's fully mobile-responsive, so customers can use it on any device - smartphone, tablet, or computer.
When will the enhanced features like messaging and payments be available?
Enhanced features including real-time communication with technicians and online payment processing are currently in development. We're targeting release in Q3 2026. All existing customers will receive these features as part of their subscription at no extra cost.
How does the job request system work?
Customers can submit detailed job requests including job title, description, priority level (low, medium, high, urgent), job type (installation, maintenance, repair, etc.), service type (HVAC, plumbing, electrical, etc.), and preferred scheduling. Requests are submitted for review and can be edited while pending approval.
Is the customer portal included in all FieldPathPro plans?
The customer portal is included in our Core plan and above. Starter plan customers can upgrade to access the portal features. Check our pricing page for full details on what's included in each plan.