Lead Intake
Request Forms and Customer Self-Service
Capture service requests in a more organized format and turn intake into action with less manual cleanup.
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Customer Experience
A customer portal that cuts the back-and-forth
Give customers one place for quotes, invoices, appointments, requests, and account history.
Instead of chasing updates across calls, texts, and emailed PDFs, give customers a self-service workspace that keeps the entire relationship organized.
Card paymentsEmail notificationsSMS notifications
Why It Matters
Where teams lose time without this workflow
If these pains feel familiar, this feature is designed to remove them from the daily routine.
Your office keeps answering the same status questions by phone and text.
Customers ask for old invoices or quote links that should be easy to find.
Payment gets delayed when there is no simple self-service path.
Job history, account notes, and communication live in too many places.
How It Works
A simple three-step workflow
From the first action to the finished outcome, this is the flow the team follows inside FieldCommerce.
01
Invite the customer once
Send a secure access link so customers can reach their account without another long onboarding flow.
02
Let them review and act
Customers can open quotes, pay invoices, review appointments, and submit requests from the same portal.
03
Keep the office aligned
Portal actions feed back into your team workflow so follow-up work is easier to track and complete.
Replace The Patchwork
What this replaces in the real world
The biggest gains usually come from removing scattered manual steps, duplicate entry, and routine follow-up work.
Resending invoice PDFs and quote links by hand
Answering status questions that could be self-serve
Digging through notes to reconstruct customer history
Placeholder Image
Portal request and mobile view
Add a second asset here for customer requests, invoice view, or the portal on mobile.
Built For The Team
Value for the people running the work
Owners, office staff, and field teams each get something different from the same workflow.
Owner
Spend less time on admin and give customers a more professional experience without adding headcount.
Office Manager
Cut repetitive support work and keep billing, scheduling, and customer history easier to access.
Field Technician
Arrive with cleaner context because appointment and account details are easier for the whole team to share.
What this helps you do better
Supports customer access to quotes, invoices, appointments, and requests
Reduces office time spent on routine update calls
Gives customers a cleaner experience than scattered texts and attachments
Works well as a home base for payment reminders and follow-up communication
Integrations and tie-ins
Card paymentsEmail notificationsSMS notifications
FAQ
Common questions about this feature
Straight answers on where this capability fits into the day-to-day workflow.
What can customers do inside the portal?
They can review quotes, pay invoices, check appointments, and revisit prior account activity without calling the office for every update.
Does the portal help with payments?
Yes. It gives customers a direct place to view open invoices and complete payment without extra back-and-forth.
Can this replace every customer interaction?
No. It is meant to reduce routine admin and keep common account actions organized, not eliminate human service where it matters.
Related Features
Explore the workflows that connect to it
These features usually matter next because they solve the connected admin and operations work around the same job.
Built For These Trades
See how this fits your trade
See how the same workflow applies to the trades where it matters most.
Next Step
Build a cleaner workflow from the office to the field
Bring scheduling, customer communication, invoicing, and back-office work into one system that is easier for the whole team to run.