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Home / Features / Customer Portal for Field Service

Customer Portal for Field Service

Give your clients real-time visibility into every service visit — automated notifications, live technician tracking, and instant feedback collection.

Customer Portal for Field Service
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Visit Notifications

Visit Notifications

Clients need to know when a technician is coming. Without automated reminders, your office spends time on confirmation calls and clients miss appointments.

Automatic reminders — clients receive notifications about the upcoming visit of a technician or specialist
Technician Tracking and Direct Contact

Technician Tracking and Direct Contact

Once a technician is dispatched, clients want to know where they are and when they will arrive. If something changes, they need a way to reach the technician directly.

Live tracking — the client receives a link to see the technician's location on the map and estimated arrival time
Quick contact — the tracking page includes buttons to start a chat or call the technician directly
Service Feedback and Ratings

Service Feedback and Ratings

After the job is done, collecting client feedback is essential for quality control. Without a system, reviews are inconsistent and easy to forget.

Review form — after the job is completed, the client receives a link to rate the service and leave a review
Free forever

Start with the Free Plan

No time limits. Get full access to core features and upgrade when you're ready.

Up to 2 team members
Task management & scheduling
Digital Forms
Mobile app for iOS & Android
Reports

Frequently Asked Questions

What is a customer portal in field service?

A customer portal gives your clients a self-service page where they can track technician arrival, receive visit notifications, and leave feedback after service completion.

How does technician tracking work for clients?

After a job is dispatched, the client receives a link showing the technician location on a live map with estimated arrival time.

Can clients contact the technician directly?

Yes. The tracking page includes buttons to start a chat or call the assigned technician.

Are review requests sent automatically?

Yes. After the job is completed, the client automatically receives a link to rate the service and leave a written review.

Is the customer portal included in the base plan?

No, the Customer Portal is a separate module.

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