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product features
Customer Portal
FieldPulse’s Customer Portal gives your clients direct access to view job details, request services, and communicate with your team. Improve transparency, reduce response times, and elevate customer satisfaction with a seamless, self-service experience.
Direct Access
Provide your customers with instant access to job statuses, schedules, and updates, so they always know what’s happening.
Streamline Service Requests
The Customer Portal ensures that new job requests are logged instantly, giving your team the ability to respond quickly and efficiently.
Reduce Admin Stress
By offering a self-service portal, customers can access the information they need without relying on phone calls or emails.
Customer Access
Real-Time Job Tracking
Ensure your customers are always in the loop with real-time updates on the status of their jobs. The Customer Portal provides visibility into job progress from start to finish, offering clarity and reducing the need for manual follow-ups.
Job Status Updates: Customers can see when jobs are scheduled, in progress, or completed, providing full visibility at every stage.
Technician Tracking: Real-time GPS tracking and arrival windows let customers know exactly when to expect a technician at their location.
Appointment Reminders: Automatically send reminders to customers when appointments are approaching, reducing no-shows and improving customer satisfaction.
Improved Customer Relationship
Access Job History and Documents
Provide your customers with a centralized hub where they can easily review their job history, access important documents, and stay updated on completed services. The Customer Portal ensures that your clients have all the information they need at their fingertips, improving transparency and trust.
Job History Overview: Customers can view a comprehensive history of all their past services, including completed jobs and related details.
Document Access: Allow customers to download invoices, estimates, and service reports directly from the portal, reducing administrative follow-ups.
Easy Communication: Provide a direct communication channel within the portal for customers to ask questions or request follow-ups, improving service responsiveness.
Online Customer Payments
Simple Invoicing & Payments
Simplify billing and payment processes for your customers by allowing them to view invoices and make payments through the portal. This reduces delays and speeds up payment cycles.
Invoice Access: Customers can view and download invoices directly from the portal, making it easier to manage their payments.
Online Payments: Enable secure online payments for fast and convenient transactions, ensuring you get paid promptly.
Payment History: Customers can track their payment history, giving them full visibility into their financial interactions with your business.
FAQs
The FieldPulse Customer Portal is designed to optimize and streamline various aspects of customer portal operations. With FieldPulse , use customer portal software to improve efficiency, reduce manual tasks, and enhance overall business operations.
On average, FieldPulse customers grow 78% year over year
Kenneth D. Jr, Founder Happy Trees
“FieldPulse's customer service, features, and price make it a no-brainer compared to Joist and Jobber. It’s steps above. The customer service is phenomenal, and the pricing is right where it needs to be. FieldPulse puts more effort into helping their customers succeed."
50 %
fewer missed appointments
2x
sales after 1 year
Sal Gutierrez, Owner Fair Comfort Solutions
"My pricebook is already pre-built on FieldPulse, where all I have to do is select the equipment I need and select my add-ons, and it cuts the quoting process down to ⅓ of the time it took before. Then I can email, text or pdf the quote to a customer. "
3 weeks
to implement FieldPulse
6+ hours
saved on every estimate
John Thomas, Owner | The HoneyDo Service
"Knowing what Gross Field Margin we need to target gives my estimators a quick "check" to be sure they are bidding on a project with enough margin to be profitable to the company. After implementing FieldPulse, we have seen a marked improvement in our company's profitability due to bidding margins correctly to begin with."
Estimates
Top 2 Favorite Features
& Timesheets
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How much will you grow?
See how FieldPulse can take your business further.