Home » Field Service Management Blog » Realize the Value of Fieldwork’s Customer Portal

Realize the Value of Fieldwork’s Customer Portal

The Fieldwork Customer Portal is more than a way to communicate service reports & invoices, it is a vital element of your customer’s experience. Each year, consumers increasingly prefer to complete transactions in a self-service environment via the internet. Allowing your customers to pay bills, review reports, and manage daily tasks via your Fieldwork Customer Portal, will give your company a competitive advantage.

  1. Turn on your Fieldwork Customer Portal in your Company Settings.
  2. Create a Customer Login link on your website.
  3. Give your customer’s direct access to the Customer Portal through the Welcome, Estimate, Work Order, and Invoice Email Templates in Fieldwork to increase both your productivity and revenue.

Tagged in