Customer Portal For Field Service Teams
.svg)
The #1 choice for thousands of industry leaders
What Your Customers Can Do in the Portal
Self-Service Job Logging
Empower your customers to raise jobs exactly when they need to, without waiting on your team. It’s quick, straightforward, and feeds directly into your workflow.
- Raise new service calls directly into your system
- Categorise issues for faster triage
- Add notes, files, or photos to job requests
- Automatically assign work to the right team
Customers can upload images, documentation, and detailed notes with every job submission, reducing back-and-forth communication and helping your team respond faster.
.avif)
.avif)
Live Job Status and History
No more “just checking in” emails. Your customers can see what’s happening with their service jobs in real time - from booking to completion.
- View current job progress in real time
- Check engineer attendance and appointment slots
- Access a full job history anytime
- Receive automated notifications and status changes
The portal provides up-to-date status information and notification history, giving customers full visibility into their service lifecycle without needing to call your office.
Document and Invoice Access
From job sheets to service reports, the portal makes it easy for your customers, engineers, and office staff to find and download the documents they need, without delay.
- Download signed job sheets and service reports
- View historical invoices and payment status
- Access contracts, PPM schedules, and renewal dates
- Store and view certificates or compliance docs
This eliminates paperwork bottlenecks, speeds approvals, and ensures every party has the latest documentation available whenever they need it.
.avif)
Performance Dashboards & KPIs
Give customers 24/7 self service access to performance dashboards and KPIs, allowing them to monitor key service metrics without having to contact your team.
- View dashboards for open breakdowns, today’s jobs and outstanding work
- Track services due, equipment availability and asset performance
- Monitor spend summaries and customer-specific KPIs
- Access performance insights directly within the customer portal
These dashboards help customers understand how their service operation is performing at a glance, enabling better decision-making while reducing the need to contact your service or finance teams.
Setting You (and Your Customers) Up for Success
Email Invoicing as Standard
.avif)
.avif)
Quote Management
.avif)
Special Customer Pricing
Parts and Equipment Sales
.avif)
PO Manager Sign-Off Processes
What Else Does Service Geeni Do?
.svg){kind=icon}
.svg){kind=icon}
.svg){kind=icon}
.svg){kind=icon}
.svg){kind=icon}
Helping Service Teams Deliver More, Every Day
Customer service is enhanced, bottlenecks are eliminated. We have grown and are comfortably handling more business, without the need to employ more staff. Sales have increased by 86%.
We can feed a lot of information back into the client’s system which we never did before. For example, the photos the engineers take. Previously, any photos tended to just sit on engineer’s phones. Now, we actually use them.
Why Service Geeni for Field Engineers?
We get field service - because we live and breathe it.
Service Geeni was built for asset-heavy businesses that need more than a one-size-fits-all system. We put your customers, engineers, and operations on the same page, with clear data and smart automation that keeps everything moving.
If you’re looking to reduce admin, improve service, and make your customers’ lives easier, our customer portal is a great addition to your Field Service Management toolkit.
.avif)
We’re With You Every Step of the Way
.avif)
.svg)
Book Your Demo Today
Talk to Us