Client portal and work orders
Customers see the work. Requests become work orders.
A free login for every customer: visits with punch-in times and photos, service requests and complaints that turn into work orders, inspection reports, invoices and the documents you share.
Included in OperationsPricing
What you get
- Visit recordsWho arrived, when, the checklist and the before and after photos, the same day.
- Requests and complaintsA request becomes a work order; a complaint gets a reference, an owner and a due date. The customer sees the status.
- Quality reportInspections of their sites with scores, corrections and a PDF each.
- Invoices and paymentsOpen and paid invoices with the contract number, statements, and a PDF per invoice (with the Invoices and payments module).
- Documents in lifecycle orderProposals, award and acceptance, contract and scope, amendments, correspondence, close-out; plus certificates you share, such as insurance and WSIB clearance.
- Contact usThe people and addresses you choose to show, with a map and directions.
- Your logoThe portal, the janitor app and every PDF carry your branding.
How it connects
Each step feeds the next, so nothing is typed twice.
Questions
Is the customer portal extra?
The customer portal is part of Operations. Customer logins are free and unlimited.
Can a customer raise a complaint from the portal?
Yes. It gets a reference number, an owner and a due date in your office, and the customer sees its status until it is closed.
Can customers upload documents?
Yes, into the categories you allow, and they can add their own category. The office sees who added each file.
See it with your own sites and staff numbers.
A video walk-through takes 30 minutes. Prices are in Canadian dollars, before tax.