Customer Portal
Updated over a week ago

Our Customer Portal gives your customers the power to view all of their jobs, estimates, invoices and payments. This allows your customers to review their details and take action on their account - without needing to call you.


Enabling the Customer Portal

To begin using the Customer Portal, you'll first need to enable it. Start by clicking on Company Settings and selecting Features & Plugins. Navigate to Customer Portal and select Enable. Now you're ready to begin customizing and automating your communications!

Click on Enable


Sharing the Customer Portal

To get started, you need to share a link with your customer to their personal portal. To do this, open a customer's profile in FieldPulse and click the Actions button.

In the dropdown that opens, click Copy Customer Portal Link.

Then paste the Customer Portal link in an email or text to your customer.


Using the Customer Portal

When your customer opens the URL, they will see the main page with their contact details displayed. They can edit these personal details if needed. They can click in any field, make changes, and then press Save Changes .

The next tab at the top of the page is Submit Request. Clicking this will open a new tab with your FieldPulse online scheduling page. To learn more about the Booking Portal, click here.

On the scheduling page, the customer can book or request a job with you. Once that's done, they can return to the customer portal.

Back on the Customer Portal, the next tab at the top of the page shows the customer to a list of their jobs. The date, time and status of the job are shown for all open jobs.

Clicking any job will allow the customer to review the details as well as view and download any of the files associated with the job.

On the My Projects page, your customer can see the date, time, status and completion percentage of any open projects, and click on any project to view the details or associated files.

On the My Estimates page, your customer can view all of their estimates and click on any of them to open it. The status, sent date, expiration date and total amount is listed for each estimate.

After clicking on a specific estimate, the customer can view, download, or print a PDF of the estimate. The customer can also accept estimates here.

Under My Invoices, your customer can view the invoice date, due date, amount paid, and amount due for all of their invoices.

Clicking on any of the invoices opens it up as a PDF and allows you to view, download, or print the invoice.

On the My Payments page, your customer can view all of the payments they've made to you, including the payment date and method.


Have additional questions?

Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.


โ€‹

Did this answer your question?