Customer Portal Software for Field Service Businesses

Give Your Customers the Information They Need - Anytime, Anywhere

Imagine a world where your customers no longer need to call your office to book an appointment, chase job updates, request copies of quotations or ask for invoices.

With Jobable's Customer Portal, they can do it all themselves.

Available 24 hours a day, seven days a week, the Customer Portal gives your customers secure online access to everything they need while dramatically reducing the administrative workload for your office team.

From booking appointments using Jobable's Smart Scheduling technology to viewing live job progress, accepting quotations and paying invoices online, the Customer Portal creates a smoother experience for both your customers and your business.

Book Appointments Online Using Smart Scheduling

Customers increasingly expect the convenience of online booking.

With Jobable's Customer Portal, customers can request reactive repairs or book planned service visits without needing to contact your office.

Powered by Jobable's Smart Scheduling technology, the portal presents suitable appointment availability based on your engineers' schedules, helping ensure bookings are both convenient for customers and efficient for your business.

This reduces the time your office spends arranging appointments while making the booking process faster and more convenient.

Whether customers require an urgent repair or a routine maintenance visit, booking is quick, simple and available at any time of day.

View and Approve Quotations Online

Sending quotations is only the first step.

Customers also need an easy way to review and approve them.

The Customer Portal allows customers to:

• View quotations online
• Download PDF quotations
• Accept quotations
• Decline quotations
• Review previous quotations

Removing unnecessary email exchanges helps speed up the approval process and allows work to be scheduled sooner.

Complete Service History at Their Fingertips

Customers often need access to previous service visits for warranty claims, maintenance records or compliance purposes.

The Customer Portal provides a complete history of completed work, making it easy for customers to find the information they need without contacting your office.

Depending on your business, customers can access:

• Previous jobs
• Engineer reports
• Service history
• Asset information
• Certificates
• Invoices
• Quotations

Everything is securely stored in one place.

Fully Integrated with Jobable

The Customer Portal isn't a separate product.

It's fully integrated with the rest of the Jobable platform.

That means customer activity is automatically connected with:

• Smart Scheduling
• Customer Management
• Remote App
• Digital Job Sheets
• Preventative Maintenance
• Reporting
• Quotations
• Invoicing
• Xero Integration
• QuickBooks Integration

Everything works together to create one seamless workflow from booking through to payment.

Benefits for Your Business

Your business benefits from:

• Fewer incoming phone calls
• Less administration
• Faster quotation approvals
• Quicker payments
• Improved customer satisfaction
• Better communication
• Reduced paperwork
• Increased productivity
• Greater operational efficiency

Your office team spends less time answering routine enquiries and more time delivering exceptional customer service.

Give Your Customers a Better Experience

Today's customers expect the convenience of online self-service.

With Jobable's Customer Portal, you can provide a professional digital experience that allows customers to book appointments, monitor progress, approve quotations and pay invoices whenever it suits them.

At the same time, your office team spends less time answering routine enquiries and more time growing your business.

Discover how Jobable's Customer Portal helps field service businesses deliver outstanding customer service while reducing administration, improving efficiency and accelerating cash flow.

Book a personalised demonstration today and see the Customer Portal in action.