Customer Portal

A self-serve portal your customers will actually use

Customers log in to see their jobs, invoices, and payment history, pay outstanding balances online, and keep their addresses up to date — without calling your office.

No credit card required

Jobs & history

Invoices & receipts

Online payments

Address management

Fewer status calls

Customers check job status, appointment times, and history themselves instead of calling your office.

Faster payments

Outstanding invoices are one click from paid — customers pay online whenever it suits them.

Every document in one place

Invoices, receipts, and payment history stay accessible long after the job is done.

Accurate customer data

Customers keep their own contact details and service addresses current — your CRM stays clean.

What you can do with customer portal in Fieldz AI

Secure login tied to the customer's record
Jobs list with statuses and appointment details
Invoice viewing and online payment
Guest pay pages for one-off payments without an account
Multiple service address management
Works on any device — no app install required

Customer Portal — frequently asked questions

How do customers get portal access?

Invite them from their customer profile, or they can register with the email or phone number on file. Guest payment links work even without an account.

Can customers pay through the portal?

Yes — open invoices show a pay button backed by Stripe. Payments record automatically and receipts send instantly.

Is the portal branded?

The portal presents your business name and documents carry your branding, keeping the experience consistent with your invoices and estimates.

Try customer portal free for 7 days

Every Fieldz AI plan includes the full platform — no add-ons, no feature gates.

No credit card required