Integrated eSignature Workflow
With FieldHub's fully integrated eSignature workflow, customers can easily review and sign documents via the customer portal. This streamlined process eliminates the need for printing, scanning, and emailing, saving time and effort for both your customers and your team.
Convenient Payment Management
Customers can access and manage their credit card or ACH information on file, as well as quickly pay open invoices using their stored payment methods or by entering a new credit card. This self-service payment feature empowers customers to stay on top of their accounts, reducing the need for manual payment reminders and improving cash flow for your business.
Seamless Proposal Sharing
nvite your customers to view proposals directly within the customer portal, providing them with a secure and professional environment to review project details. Your sales team will be notified when a proposal is accessed, allowing for timely follow-ups and improved communication.
One-Click Sign-In
Your customers can access their personalized portal with a single click, eliminating the hassle of remembering multiple usernames and passwords. This effortless login process encourages regular engagement and enhances the overall user experience.
Multiple Account Access
For property managers and larger customers who oversee multiple accounts, FieldHub's customer portal allows them to access all their accounts from a single, convenient location. This consolidated view saves time and effort, enabling your customers to efficiently manage their various projects and properties.
Centralized Resource Management
Customers can access shared resources, such as as-built drawings, warranty information, and user manuals, directly within the customer portal. This centralized repository ensures that important documentation is always at their fingertips, reducing the need for back-and-forth communication and enhancing the overall customer experience.
