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Field service software must fit like a glove
At FieldBuddy, we regularly hear from service organizations that the field service software they use does not meet specific company needs. We find this odd because, let’s face it: software
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Provide your customers with a 10+ customer experience!
Do you also get called frequently about the whereabouts of the technician or to report an incident? Or do you have a chaotic mailbox where all requests come in and sometimes get overlooked?
A customer portal can help you! The FieldBuddy customer portal is the place where your customers can find everything they need.
Save time and money
Through the customer portal, customers can create service requests and ask (support) questions 24/7 at their convenience.
The requests are directly linked to the correct customer, contact person, and installation. Incomplete information is a thing of the past.
In short: the customer has one central point for all their questions, and you can solve problems even more efficiently.
- Customers can submit questions or incidents through the portal
- Share important information with the customer
- Provide customers with additional insight into documents and reports
Everything in one place
All documents and information together in one place.
Your customers can track the status of their request or work order in real-time. This reduces unnecessary phone and email communication.
You can determine exactly what customers see, such as manuals for the products installed at their location. If customer details are no longer up-to-date, they can easily update them themselves.
The customer portal also provides an overview of the status of recent requests or insights into their service contract. Handy!
- Automate your routine tasks
- Prevent errors with built-in checks
- Connect your (service) mailbox to FieldBuddy
See what FieldBuddy has to offer
The FieldBuddy customer portal can be fully customized to match your company’s branding, including your own logos and colors.
It is even possible to set up a customer portal completely in the style of one of your clients.
If you have one major client whom you want to delight with their own portal, no problem!
You can have multiple portals.
Not only for your customers but also for your partners or suppliers. Actually, for any user group you collaborate with.
This way, you can create different portals, each with its own style and functionalities.
Another advantage of the FieldBuddy customer portal is that it provides insight.
For example, the customer can view the maintenance history of the installation. This way, they know exactly what issues the installation had in the past. Future repairs or service requests can be executed more quickly.
Reports and dashboards also provide insights into which installation breaks down most frequently, for example. With that insight, the customer can choose to replace the installation earlier or perform major maintenance.
All Customer Portal options at a glance
Allow your customers to easily submit a service request via the customer portal. No unnecessary phone calls and emails.
Customer Support
Allow customers to make service requests 24/7 and ask questions via the customer portal.
Knowledge Center
Give customers and employees access to relevant documents and information so that everyone can find the right answers more quickly.
Consult Invoices
The customer has direct insight into their invoices.
Insight into Installation History
The customer can view the maintenance history of the installation.
Data
Choose per object (Workbook, Service Request, Service Contract, etc.) and per field which data are displayed.
Planning in DP
Allow subcontractors/partners to plan via the customer portal through the Service Planning module.
Multiple Portals
Create multiple portals for different groups of users.
Partner Portal
Create portals for partners.
Rights Module
Decide per data what the customer may do with it.
Own Branding per Portal
Create your own house style per portal.
Customizable Screens
Customize screens according to the wishes of the customer.
Editor
Use the customer portal editor to customize screens, fields, and adjust them for a portal.
Integration
Integrate the customer portal into the current website.
Domain Name
Use own domain names to gain access to the customer portal.
Sander Toepoel
Service manager at Xafax
Thanks to FieldBuddy we can keep customers accurately informed via automated emails.
Sander Toepoel
Service manager at Xafax
Service manager at Xafax
See other field service management features
Real time insights and user-friendly planning software.
Create work orders in minutes and use drag-and-drop to easily schedule.
Back office
Manage all assets information in one place
Managing incoming issues and tickets
Convert work orders automatically into invoices
Organize parts, returns and inventory with ease
Planning
Streamline all your planning process
Create work order in just a few clicks
Efficient planning with FieldBuddy's AI
Technician
The user-friendly app for your field service employees
Transform and streamline your checklists
Platform
Automate your processes with flow builders
Integrate with all your favorite back office systems
Customer portal
Let your customers schedule appointments online
Get insights into your service process
Want to know more about customer portals?
Select the field service software that suits your organization in 6 steps
As a service manager it is your job to make sure that the service processes run smoothly. To achieve this you must know: the status of each and every project,
5 essential questions for service managers
More and more service managers make use of field service software to get more value out of their current resources and to spare costs. The following five questions illustrate the
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