If you service the same clients month after month, you already know the messages. Where is the report from last week? When is your next visit? Who do I call about the unit that just broke? Each one is a WhatsApp thread, a search through old emails, and five minutes of someone's day.
A client portal answers those questions before they are asked. Here is what a good one includes, and how to run it under your own brand.
The Four Questions Every Service Client Asks
- Where is the report for the job you just did?
- When is your next visit?
- How do I report something that has broken?
- Can I see everything you have done for us this year?
What a Good Client Portal Includes
- Every service report for that client
- Upcoming scheduled visits, with date and time
- One-tap buttons to call, WhatsApp or email your office
- A "Report a fault" button that sends the details straight to you
- It works on any phone without an app store download
- It can be saved to the home screen, where it shows your logo
How FieldSign's Client Portal Works
Each client gets one private link. Opened on a phone, it shows their service reports and upcoming visits, branded as your company, with buttons to call, WhatsApp or email you and to report a fault. The client can save it to their home screen and it opens like an app, with your name and logo.
The link is the key, so there is no account or password for the client to manage. If a link is forwarded to the wrong person, you reset it from the client's page; the old link stops working and you send a new one.
White-Label: Your Brand, Your Link
On the Business plan, the portal and every report carry only your brand. There is no FieldSign logo. Client links use your own name on clientview.app, for example yourcompany.clientview.app. Emails to clients go out under your company name, and their replies come straight to your email address.
For a facilities manager receiving reports from several contractors, that consistency matters. Your reports look like they come from an established company, because they do.
Why It Helps With Contract Renewals
A client who has watched reports arrive after every visit, and has seen the next visit scheduled in advance, does not need convincing at renewal. The portal makes your work visible all year instead of once a year in a meeting.
Setting It Up
- Open the client in your FieldSign dashboard.
- Copy their portal link, or send it straight from the page over WhatsApp.
- Ask the client to save it to their phone's home screen.
Who Gets the Most Value From It
Clients with recurring work: condominiums, offices, schools, clinics, F&B groups and anyone on a maintenance contract. For one-off residential jobs, the emailed report link is usually enough on its own.
Frequently Asked Questions
Does the client need an account or a password?
No. Each client has a private link. Ask them to keep it to their team, and reset it if it is ever shared too widely.
Can one client see another client's records?
No. Each link shows only that client's reports and visits.
Which plan includes the client portal?
The Business plan ($299 per month), and every 14-day free trial.
Can clients report faults from the portal?
Yes. The "Report a fault" button sends the client's description and contact details to your office, where you can turn it into a job.