A customer portal shaped to how you serve them.
A branded portal where customers book, pay, view history, and track jobs, configured to your exact process, not a rigid template. Change it in plain English and it goes live instantly, no rebuild. All while your phones stay quiet.
Photo-upload field added
Now on the portal request form
Pushed to 214 portal accounts
Live for every customer instantly
History preserved
Past requests untouched, nothing lost
Live in
Built your way
A full customer experience, branded as yours.
Booking, billing, history, comms: everything your customer wants, without another phone call.
Self-serve booking
Customers pick a slot that fits your capacity. Confirmations happen instantly.
Pay online
Stripe-powered portal with invoice history, AutoPay, and saved cards.
Service history
Every visit, every photo, every invoice, browseable by the customer.
Quotes & approvals
View, approve, and e-sign estimates from any device. No email chains.
Two-way messaging
Customers reach your team without picking up the phone. Logged to the account.
Status notifications
On-the-way, arriving, and completed events pushed by SMS and email.
Role-based access
Commercial customers get multi-user logins with permissions.
Or no login at all
For a one-off — a subcontractor, a tenant, a warranty claim — send a link to exactly one job or document. Scoped, expiring, and nothing for them to sign up for.
Reviews asked at the right moment
The review request fires off job completion rather than a monthly blast, and lands on Google or in the portal.
Your brand
Your logo, your colors, your domain. Looks like you, not a third-party tool.
AutoPay & recurring
Set up once, money lands on schedule. Fewer dunning calls.
Shaped to your trade
Your business doesn't run like the template. Neither does Fieldproxy.
HVAC
Maintenance customers book their own seasonal tune-ups.
Facilities
Property managers raise tickets without picking up the phone.
Security
Clients view alarm history and raise service from the portal.
Integrations
Plays nicely with the tools you already use
Stripe
Cards, ACH, and AutoPay, all native.
Custom domain
portal.yourcompany.com out of the box.
One-time-code login
Customers get in with a code sent to their phone or email. No password to reset, no seat to provision.
QuickBooks
Invoice history streamed from your books.
Gmail / Outlook
Branded email notifications sent from your domain.
Webhooks
Portal events into any downstream system you run.
AI agents
The AI agents behind the portal
Self-service only works if the answer is right. Agents keep the portal honest and catch the customers who'd rather just call.
Text Agent
For the customer who will never log in either: the same booking and the same record, done over text or email.
Scheduler Agent
Only offers slots your route can actually absorb, so a customer booking themselves in at 4pm across town never becomes tomorrow's problem.
Calling Agent
Catches the customer who will never log in. Same booking, same confirmation, same record — placed by phone instead of by form.
Knowledge Agent
Answers the portal question — what's covered, when were we last out, what did the tech do — from your own service history and documents.