Let your clients view their contracts, maintenance schedules, assets, certificates, and documents in one secure portal. Build trust through transparency and reduce support calls.
The customer portal gives your clients a clear, read-only view of all the service information that matters to them.
Clients see their active contracts with start and end dates, contract value, renewal status, and covered sites. No more digging through emails for contract details.
Upcoming and completed maintenance visits are clearly listed. Clients can see what work is planned, when it is scheduled, and what has already been done.
A full register of equipment covered under their contract — make, model, serial number, location, and service history. Clients know exactly what you are maintaining.
Compliance certificates linked to assets are visible with their expiry status. Clients can verify that safety inspections and certifications are current without asking you.
Service reports, inspection records, safety certificates, and other uploaded documents are all accessible. No more emailing PDFs back and forth.
An at-a-glance overview of contract status, upcoming visits, and compliance health. Your clients stay informed without needing to call or email you.
No passwords, no account creation, no friction. Your clients get instant access with a secure link.
From within PPM, generate a unique portal URL for your client. Each link contains a cryptographically secure token tied to that specific client and their contracts.
Send the link to your client via email. They click it and are taken directly to their portal — no username, no password, no sign-up. Instant access.
Each token only grants access to that client's data. You can regenerate or revoke links at any time. Clients see only what you want them to see — nothing more.
Transparency builds trust. When clients can see everything for themselves, your business stands out from the competition.
Full visibility into contracts, schedules, and compliance builds confidence in your service delivery.
Clients find answers themselves instead of calling to ask about schedules, certificates, or contract details.
Most field service companies don't offer a portal. Giving clients self-service access sets you apart and wins renewals.
Stop emailing certificates, schedules, and reports. Everything is already in the portal, available on demand.
Upload once, share automatically. Every document you attach in PPM becomes instantly available in the client portal.
Attach completed service reports to visits. Clients access them immediately through the portal without you needing to send a single email.
Gas safety records, electrical test certificates, fire inspection reports — all visible to the client alongside the relevant asset and expiry date.
Before-and-after photos, condition reports, and inspection images can all be viewed by the client — providing full transparency on work completed.
The customer portal is included with every PPM subscription. No extra charge.
EVERYTHING YOU NEED
30-day free trial · No credit card required
Clients can view their active contracts with key dates and values, upcoming and past maintenance schedules, registered assets and equipment, compliance certificates with expiry status, and any uploaded documents such as service reports and safety certificates.
PPM uses secure token-based links. You send your client a unique portal URL from within PPM. When they click it, they are taken directly to their portal view — no username, no password, no account creation required. Each link is unique to that client and contract.
Yes. Each portal link contains a cryptographically secure token that is unique to the client. Links can only access that specific client's data. There is no way to browse other clients' information. You can regenerate or revoke portal links at any time.
Yes. Any documents uploaded against a contract, asset, or certificate — such as service reports, safety certificates, or inspection records — are visible to the client through their portal. This eliminates the need to email documents back and forth.
Build trust and reduce admin with a self-service customer portal. 30-day free trial, no credit card required.