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.
- Turn on your Fieldwork Customer Portal in your Company Settings.
- Create a Customer Login link on your website.
- 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.