Do clients see all of our data?

No. Access is scoped to the client's own sites and the information you choose to share.

Is there a limit on client users?

Client user arrangements are discussed during your demo so access can match your client reporting needs.

Can clients download reports?

Reports shared in the portal can be viewed and exported by the client contacts you authorise.

Client Portal

Client Reporting Portal for Service Businesses

Controlled, self-service visibility for your clients of the activity and reports relating to their sites.

Contact Sales

Client portal

Client Portal

Shared reporting workspace

Customers can review approved activity, incidents and service evidence for their own sites.

clients

reports

manual

Client sites

Access scoped by organisation

Shared reports

Approved records available on demand

Portal users

Contacts invited with controlled access

The operational problem

Monthly client reporting is often assembled by hand from several systems. It takes hours, arrives late and rarely answers the questions clients actually have.

How FieldServicer solves it

The client portal gives your customers access to the information you choose to share about their sites, so reporting is available on demand rather than compiled on request.

Capabilities

What's included

Client portal access by organisation
Site activity visibility
Shared reports and records
Client onboarding workflow
Controlled access to selected information
Reduced manual reporting effort

Workflow

How it works, step by step

1
Onboard the client
Set up the client organisation and their sites.
2
Configure access
Choose the information visible to that client.
3
Invite users
Client contacts receive portal access.
4
Share activity
Reports and site activity become available in the portal.
5
Review together
Use the same records at contract review meetings.

Benefits

What changes for your business

Less time compiling manual reports
Faster answers for client queries
Transparency that supports contract renewals
A shared source of truth with your customers