Customer Portal

Today's customers expect convenience. They book services online, track deliveries in real time, and manage their accounts from their phone. With Check-in ARTISAN's Customer Portal, you offer the same modern experience for field service, and set your business apart from the competition.

A branded experience

The Customer Portal carries your company's name and branding. When your customers log in, they see your business, not Check-in ARTISAN. It is your portal, running on your company's unique web address, reinforcing your professional image every time a client interacts with it.

Site visit visibility

Customers can log into the portal to see their upcoming site visits with all the details: date, time, which job, and the work scheduled. No more phone calls asking "When was my appointment again?" the answer is right there on their screen, available 24 hours a day.

Job history and intervention records

Customers appreciate knowing what happened during their site visit. Through the portal, they can view the complete intervention history for each of their jobs, including work performed, technician notes, and any recommendations for next time. It builds trust and shows that you genuinely care about the quality of your work.

Invoice access and download

Instead of digging through emails or paper receipts, customers can access all their invoices directly from the portal. They can view, download, or print any past invoice at any time. For customers who need invoices for insurance, warranties, or tax purposes, this is an invaluable convenience.

Profile self-management

Customers can update their own contact information, phone number, email, address, directly through the portal. This saves you time on data entry and ensures your records are always current. When a client moves or changes their contact details, they update once, and your database is instantly up to date.

Secure access

Each customer receives their own login credentials. Authentication is handled securely, and customers can only see their own data. You control which information is visible through the portal and can enable or disable the feature for individual customers if needed.

Less phone time, more time on site

The Customer Portal quietly reduces the number of phone calls and messages you receive about routine questions. When was my appointment? Can I get a copy of last month's invoice? What did the technician note about the repair? All of these answers are available in the portal, freeing up your time for the work that actually generates revenue.