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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.

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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

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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. Click on Actions In the dropdown, hover over Copy Customer Portal Link. Click on Copy Customer Portal Link You’ll notice the option to enable password-protected customer portal for this customer. If you’d like to do so, select the Password Protected checkbox. Then, copy the registration link. You can then paste the registration link in an email or text to your customer. Click on Copy Registration Link If you have selected password-protected customer portal, your customer will be prompted to enter their email and create a password when they click the link. Click on Sign Up… After a customer has set up their sign-in details, they will need to sign in before accessing their customer portal. Click on Sign In Required… To monitor a customer’s password-protected customer portal status, navigate to Copy Customer Portal Link to view whether the customer is Unregistered or Registered. Click on Registered

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Customer Portal & Customer Communications

When creating a customer communication email or SMS template, you can input a variety of field values. The customer portal link and password-protected customer portal link can be included in your customer communication templates. Simply select Insert Field Value and select the component you’d like to include. To learn more about Customer Communications, click here. Click on Customer Portal Link w/ Password

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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. 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.

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Customer Portal Comments

Comments left on Job and Project records can also be sent to the Customer Portal, making them viewable by your customers. This allows you to use the Customer Portal as a communication medium while automatically documenting these communications within the related Job and Projects in FieldPulse.
This functionality is currently only available on our web app. To learn more about Customer Portal Comments, click here.

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FAQs

If the “Disable Estimates if Expired” setting is enabled in Company Settings, will the expired estimate be hidden in the Customer Portal? No, the “Disable Estimates if Expired” setting only applies to the dynamic link of the estimate (the link sent to your customer via email or SMS). If the estimate has previously been sent to the customer, the PDF will still display in the Customer Portal even after expiration.

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Video Tutorial

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