Give your customers the transparency they expect.
The FieldNexus Customer Portal gives your clients a self-service hub to view appointments, pay invoices, access service history, and submit service requests — without calling your office. Happier customers. Fewer inbound calls.
What's included
Every capability you need, built into Customer Portal.
Appointment visibility
Customers see all their upcoming and past appointments with technician details, status, and estimated arrival times.
Online invoice payment
Outstanding invoices appear in the portal. Customers can pay instantly using a saved card, Apple Pay, or any major credit card.
Service history access
Complete service history for every piece of equipment. Customers can view what was done, when, and by whom.
Service request submission
Customers submit new service requests directly from the portal. Requests flow into your scheduling queue automatically.
Document library
Signed agreements, warranties, quotes, and invoices are all accessible from the portal. No more 'can you resend that?'
Custom branding
The portal carries your company's logo, colors, and domain. It looks like your software, not FieldNexus.
How it works
Up and running in minutes. Here's how Customer Portal works in FieldNexus.
Customer receives access
When a customer is created in FieldNexus, they automatically receive an invitation to set up their portal account via email.
Self-service from any device
Customers log in from a browser on any device. They see their full history, upcoming jobs, and outstanding invoices at a glance.
Requests flow to your team
Service requests and messages submitted via the portal arrive in your FieldNexus inbox immediately for action.
Related Features
Features that work great alongside Customer Portal.
Invoicing & ePayments
FieldNexus turns every completed job into a professional invoice in seconds. Collect payment on-site, send digital invoices by email or SMS, and automate follow-ups for outstanding balances. Your cash flow transforms overnight.
Booking Form
The FieldNexus Booking Form embeds on your website in minutes, letting customers book service appointments online at any time. Jobs go directly into your scheduling queue — no back-and-forth, no phone tag, no missed leads.
Service Agreements
FieldNexus Service Agreements let you create, sell, and manage maintenance contracts and service plans with ease. Build predictable recurring revenue, improve customer retention, and automate the scheduling and billing that comes with every agreement.
Try Customer Portal free for 14 days
No credit card required. Full access to all features. Cancel anytime.