Field service customer portal
Give customers one clear place to follow the work.
Let customers securely review upcoming visits, estimates, invoices, balances, and payment history without calling the office for every update.
No card required · Free plan available · Built for U.S. service businesses
The next action stays clear.
Built for the real workday
Give customers one clear place to follow the work.
Let customers securely review upcoming visits, estimates, invoices, balances, and payment history without calling the office for every update.
Upcoming visits
Show confirmed appointments, arrival windows, service locations, and current status.
Estimate approval
Let customers review proposed work and approve or sign when the company enables it.
Invoices and balances
Keep issued invoices available with awaiting, partially paid, paid, and overdue states.
Secure access
Only the intended customer can open records shared by the service company.
Built around the people doing the work
Make the next action clear for every role.
Keep lead sources, payments, communications, analytics, forms, and custom systems connected to the customers and jobs they support.
- Less duplicate entry between the office and field
- Clear ownership, status, and next action
- Useful history when a customer calls back
Start with the useful workflow
Connect field service customer portal software without adding more clutter.
Bring secure access, upcoming visits, arrival windows, estimate approval, signatures, invoices, balances, payment history, company branding, and customer activity into one company-scoped workflow. Start with the part the team needs…
- Company-branded customer experience
- Stable access to completed and paid documents
- Customer activity stays connected to the company record
Built for a clearer decision
Field service customer portal software that keeps work moving
Fieldiz turns field service customer portal software into clear actions for home-service companies that want customers to access service information without another office call, without adding…
See field service customer portal software at a glance
See what changed, what needs attention, and who owns the next action in one focused view.
- The important status is visible
- The next owner is clear
Move work forward with fewer handoffs
Keep the customer, job, timing, conversation, and value connected as work moves forward. Your team spends less time copying details or rebuilding context from calls and group chats.
- Less duplicate entry
- One connected work history
Give each role the right view
Owners keep the wider picture while office and field users see the work that matters to them. Clear assignments and permissions make responsibility easier to understand.
- Focused views for every role
- Useful context travels with the work
Good to know
Questions, answered clearly.
What can a customer see in the portal?
Customers can see the visits, estimates, invoices, balances, and payment history the company makes available to them.
Can customers approve an estimate?
Yes. A shared estimate can support approval and signature when those options are enabled.
Do paid invoices disappear?
No. Paid invoices remain available with the final status and payment history.
Does the portal replace office communication?
No. It reduces routine status questions while the company can still call, text, or email the customer when needed.
Can each team member see only the work they need?
Yes. Company roles combine action permissions with assigned, team, or all-record scopes, so technicians, dispatchers, managers, and bookkeepers can receive different access.
See Fieldiz in your own workday
Ready to make the next action easier to see?
Start a 14-day Pro trial and test field service customer portal software with your own services and team. No credit card required.