A customer portal is a self-service web interface where customers can view their service history, upcoming appointments, outstanding invoices, and payment options. Portals reduce inbound calls and emails by letting customers find answers themselves. For field service businesses, customer portals also enable online booking, estimate approval, and document sharing without requiring the customer to download an app.
A homeowner logs into their customer portal to pay an outstanding pressure washing invoice, sees the before-and-after photos the technician uploaded, and books a gutter cleaning for next month — all without calling the office.
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