All Features
Client Portal

Give Clients Their Own Window Into Your Operation

Real-time visibility builds trust and retention. Clients report issues, track work orders, view inspections, and request services — all self-serve.

Client Portal

ABC Facility Services

5

Sites

2

Open Issues

91%

Avg Score

Equipment malfunction — Zone A

Reported 2h ago — In Progress

Inspection: Building A — 96%

Completed today

01

Self-Serve Issue Reporting

Clients report issues directly through their portal — no phone calls or emails. They select the site, category, priority, and attach photos. Your team gets notified instantly.

  • 7 issue categories: maintenance, safety, equipment, damage, etc.
  • Priority selection: Low, Medium, High, Critical
  • Photo attachments (up to 5 per issue)
  • SLA tracking — auto-calculated due dates based on priority
Report an Issue

Site

Downtown Office — Floor 3

Category

Maintenance

Priority

High

Description

AC unit in conference room is making loud noise and not cooling properly.

Photos

+ Add
Submit Issue
02

Live Work Order Tracking

Clients see every work order for their sites — status, assignee, due date, and completion details. No more "what's the status?" phone calls.

  • Real-time status updates: New → Assigned → In Progress → Completed
  • Due date tracking with overdue indicators
  • Service type and priority visible
  • Clients can request new services directly
Your Work Orders4 active

AC unit repair — Conf. Room

Due Apr 13

In Progress

Fire Alarm Testing — All Floors

Due Apr 15

Assigned

Light fixture replacement

Due Apr 20

New

Emergency — Water leak

Closed Apr 10

Completed
03

Inspection Scores & History

Clients see their inspection scores, trends, and follow-up status. They download PDF reports for their own records. Full transparency builds trust.

  • Score visualization with color-coded rings
  • Filter by site, type, and date
  • Follow-up tracking visible to clients
  • Downloadable PDF inspection reports
Inspection Scores
96%

Building A

82%

Floor 3

91%

Parking Lot

Building A
Apr 1196%
Floor 3
Apr 1082%
Parking Lot
Apr 991%
04

Communication Thread on Every Issue

Clients and your team can comment on issues — creating a conversation thread. Internal notes stay private (only your team sees them). Clients see public comments.

  • Chat-style comment thread on each issue
  • Internal notes (private) vs public comments
  • Real-time updates without refreshing
  • Full history preserved for accountability
Issue #142 — Comments
CL

Client — Sarah M.

The AC is still making noise. Can someone check today?

Apr 11, 9:15 AM

OC

OTS Team — Maria V.

We have a tech scheduled for 2 PM today. Will update once resolved.

Apr 11, 10:30 AM

Internal Note

Vendor confirmed, parts ordered. ETA 1 PM.

Apr 11, 10:35 AM

Type a comment...

Why Teams Love This

🤝

Build Trust

Transparency shows clients you have nothing to hide. They see the real data.

📞

Fewer Phone Calls

Clients check status themselves instead of calling your office.

Faster Response

Issues reported directly into your system — no email chain delays.

📊

Retain Clients

Clients who see quality data are 3x less likely to switch providers.

🔐

Controlled Access

Clients only see their own sites and data. Internal notes stay private.

🏆

Win New Contracts

"We give you your own portal" is a killer differentiator in proposals.

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