Let Your Clients See the Work, Not the Admin.
Give clients their own login to follow work orders, download completed forms and raise support tickets, without a phone call to your office.
What You Get
A dashboard for each client
Client users see their open work orders and open tickets and a list of recent work orders.
Work order progress
Clients can open their own work orders and see the details, assignment, forms and history.
Completed forms and reports
Clients can view and download completed forms and export reports for their work orders.
A Support Desk
Clients raise tickets, optionally against a work order, and reply and follow up in the portal. Your team responds, assigns and updates status from the Support Desk.
Notifications both ways
Clients are notified of ticket replies, status changes and work order changes. Your team is notified when a client raises or replies to a ticket.
Your internal data stays internal
Cost, tags, notes and documents are never shown to clients, and you control which client contacts have access.
How It Works
Add a contact to a client and invite them to the client dashboard.
They sign in and see their work orders and any open tickets.
They raise a ticket or open a work order to see progress and completed forms.
Your team replies from the Support Desk, and the client is notified.
Common Questions
Works Hand in Hand With
Try Client Access With Your Own Team.
Start a free trial, or tell us what you need and we'll show you around.