Customer Portals

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.

Get Demo See it change live

Customer portal home with next visit, balance due, quotes, upcoming visits, care plan and documents.

Plain English

Describe the change. It goes live.

Customer PortalsPlain English

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

Shippedno dev, no ticket

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.

See it built around how your team already works.

Get Demo

40%

Fewer inbound calls

24/7

Always available

Faster payments

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.

Want it running on your jobs? We set it up around them.

Get Demo

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.

Explore all AI agents →

See it built around how your team already works.

Get Demo

Stop answering the same questions.

A 30-minute demo on your branded portal. We'll show what your customers actually see.

Get Demo See pricing

Also works from ChatGPT, Claude and Copilot in Teams

Fieldproxy's MCP server lets your team run the day and change the software itself from the AI assistant they already use, with a confirm step before anything changes.