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
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.
Site
Category
Priority
Description
Photos
Clients see every work order for their sites — status, assignee, due date, and completion details. No more "what's the status?" phone calls.
AC unit repair — Conf. Room
Due Apr 13
Fire Alarm Testing — All Floors
Due Apr 15
Light fixture replacement
Due Apr 20
Emergency — Water leak
Closed Apr 10
Clients see their inspection scores, trends, and follow-up status. They download PDF reports for their own records. Full transparency builds trust.
Building A
Floor 3
Parking Lot
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.
Client — Sarah M.
The AC is still making noise. Can someone check today?
Apr 11, 9:15 AM
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
Transparency shows clients you have nothing to hide. They see the real data.
Clients check status themselves instead of calling your office.
Issues reported directly into your system — no email chain delays.
Clients who see quality data are 3x less likely to switch providers.
Clients only see their own sites and data. Internal notes stay private.
"We give you your own portal" is a killer differentiator in proposals.
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