• CUSTOMER PORTAL

Give customers visibility. Reduce chase-up calls.

Let clients log in to view jobs, approve quotes, access invoices, and request work without picking up the phone. Less admin for your team, better service for your customers.

  • iOS & Android App
  • Works offline
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Self-Service

Clients see live job progress, visit history, and outstanding work without calling your office, freeing your team from routine status calls.

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Online Quotes

Send quotes to the customer portal where customers can securely view and download them anytime.

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Instant Invoices

Customers access and download their invoices any time, cutting payment queries and chasing from your accounts team.

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Fully Branded

Add the portal into your website with your logo and branding, giving customers a seamless, professional experience.

WHAT’S INCLUDED

Plan, Assign & Track Jobs

A self-service layer for your customers that reduces inbound calls, speeds up quote approvals, and gives commercial clients the visibility they expect. 

Job Status and History

Customers log in to see all their jobs, including current status, upcoming visits, completed work, and attached documents, without contacting your team. 

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    Live job status visible from the moment it's created
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    Full visit history with dates and outcomes
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    Downloadable job sheets on every completed job
job status and history

Quote Approval and Job Requests

Give customers access to their latest quotes and let them submit new job requests through the customer portal.

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    View and download quotes from the portal
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    Submit new job requests into Fieldmotion
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    Notifications when quotes or jobs are updated
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Invoice Access and Shared Files

Give commercial customers direct access to invoices and shared compliance documentation, cutting admin queries and improving payment speed. 

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    Customers download and query invoices
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    Share certificates and reports with clients
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    Configurable permissions per customer
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THE PROCESS

How It Works

  • Set up a portal login for your customer. Takes under two minutes per account.
  • Jobs, quotes, invoices, and shared files appear automatically as activity happens in Fieldmotion.
  • Customers self-serve and your team handles fewer status calls, payment queries, and approval delays.

Other Related Features

Specialised tools for every trade. Customisable workflows that adapt to how you work, not the other way around.

CRM

Customer portal access sits inside the full customer record, with permissions managed per account.

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Invoicing

Invoices pushed from Fieldmotion appear in the portal immediately for review and download.

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Quoting

Send quotes to the portal for digital approval and pull accepted quotes straight into job creation.

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Job Management

Job status updates reflect in the portal so customers always see where their work stands.

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Mobile Forms

Completed job sheets and compliance certificates can be shared through the portal as soon as the job closes.

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Reports & Dashboards

Track portal engagement and outstanding customer approvals alongside your operational reporting.

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ROI SNAPSHOT

Quick Estimate of the impact on your Business

Fill in the fields below and generate your custom estimate.

Phone calls, back-and-forth, manual updates

Your Estimated ROI

Based on 230 working days

Fill in your numbers to see where time and money are slipping away.

SOFTWARE INTEGRATIONS

Works with all the tools you already use

  • xero
    Syncs with customers, invoices, and payments
  • quickbooks
    Syncs with customers, invoices, and payments
  • sage
    Syncs with customers, invoices, and payments

CLIENT RESULTS

Our Customers See Real Impact

"Fieldmotion has given the business comfort that there is a software solution available to us, and a support structure in place behind it that epitomises great customer service."
autor
Kevin Gray

Operations Director, Just Energy Solutions

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    admin reduction

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    faster invoicing

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    on-time arrival

FAQs

Can the customer portal be embedded on our own website?

Yes. The Fieldmotion customer portal can be embedded directly into your website, so customers access it through your domain rather than a third-party URL. This keeps your brand consistent throughout the customer interaction.

What can customers see and do in the portal?

Customers can view job history, track the status of open jobs, approve quotes, access and download invoices, view shared compliance documents, and submit new job requests. The level of access is configurable per customer. Some accounts can have full visibility while others are limited to invoices and job status only.

Is the portal access secure?

Yes. Each customer has individual login credentials and permissions are managed at account level in Fieldmotion. You control exactly what each customer can see, whether that's financial data, compliance records, or job history, and access can be revoked immediately if needed.

Does the portal reduce the number of calls and emails from customers?

Customers who can check job status, download invoices, and access compliance documentation without calling generate far fewer routine enquiries. Teams typically see the biggest drop in status update calls and invoice query emails, which frees office staff for higher-value work.

Ready to run your business smarter?

Reclaim your time and boost profitability with the platform built for modern field service. Download our brochure instantly.