Summary
The Customer Portal lets your customers view their invoices and service history, pay their balance online, manage their credit cards, submit pest sightings, and view your SDS sheets and labels. This page is where you turn the portal on, pick what customers can see, and set up how it looks.
Key Points
You set up the portal across a few different areas:
Turn the portal on or off
Set your portal web address (domain)
Choose what customers can and can't see
Set up the login page background, colors, and message
Set the colors for the portal pages
Add your policy links (privacy, terms, refund)
How Customers Access the Portal
There are two ways customers can get in:
From an emailed invoice - The email includes a link for the customer to click. They don't have to log in.
By going to the web address - The customer types your portal address (yourname.serviceworkportal.com) into their browser. They'll need the email address you have on file and their account number or location number.
Your customers can then upload their credit card information and pay invoices with their credit card, ACH, or PayPal account.
Get to Customer Portal
From the Top of the Navigation Menu, click Settings. (gear icon)
2. Under Company Setup, click Customer Portal.
Portal On/Off
Turns the Customer Portal on or off. A check means the portal is on.
Your Domain
This is the web address for your portal. Pick a prefix that matches your business name — letters must be lowercase.
Your portal address will look like: [yourname].serviceworkportal.com
You can share this address with customers (they'll need their account number and email address to log in), or link to it from your company website under "My Account."
What Customers Can See
These settings control what shows up in the portal for your customers.
Display Labels & SDS Sheets in Portal
When checked, customers can view your Safety Data Sheets and material labels.
Hide upcoming service list
When checked, customers cannot see or confirm their upcoming appointments.
Active Programs settings
These control what details show on the customer's active service programs:
Hide billing frequency - Hides how often the customer is billed
Hide next service date - Hides the date of the next service
Hide start time - Hides the appointment start time
Hide confirm/action buttons - Hides the buttons customers use to confirm or take action
Show Work Pool - Shows work pool orders
Hide invoices
When checked, customers cannot see their invoices.
Hide Service History
When checked, customers cannot see any past service history.
Hide Estimates
When checked, customers cannot see their estimates.
Display Diagrams in Portal
When checked, if a service location has an attached floor plan, the customer can see it. This must be turned on to use Heatmaps.
Display Devices in Portal
When checked, customers can see the devices (like traps or bait stations) at their location.
Use heatmap on diagrams to display device activity
When checked, diagrams show a heatmap of device activity. This works with Device Management (available in the Business Plan). Heat Map - How does it affect my diagrams?
Show service details
When checked, service details show on the customer's Dashboard. Note: This won't work if "Hide upcoming service list" is turned on.
Show Work Pool in Portal Dashboard
When checked, work pool orders show on the customer's Dashboard.
Hide onsite verification map
When a tech completes a work order, their physical location is recorded and shown on a map in the portal. When this is checked, that map is hidden.
Notify office of credit card and autopay changes
When checked, you'll get an email when a customer adds or deletes a credit card, or turns autopay on or off.
Allow customer to add note on upcoming work order
When checked, customers can add notes to their scheduled work orders. These show up under the Notes tab of the work order.
Note: This is disabled if "Hide upcoming service list" is turned on.
Login Page
This is where you set up how the portal's login page looks.
Choose background
No background - click the dark grey No Background button if you do not want a background on your portal login page.
Custom - for a custom background, click the dark grey Custom button
Next, choose a background image by clicking the light grey Choose File button
Select the file you want as your background image by clicking it. Then, click the blue Upload button.
Once these steps for a Custom Background are completed correctly, your image will appear like this.
Background Presets - Chose the background presets if you would like one of the three images available as your background.
#1 -
#2 -
#3 -
Color overlay
A background color is layered over the image to fine-tune how it looks.
Click on the light grey box to the right of Color Overlay
Use your cursor to choose the color you would like (on the right side of the box)
Choose the shade of the color (use the left side of the box)
Overlay opacity
How see-through the color overlay is, on a scale of 0 to 100. Lower numbers are more transparent.
Click the arrows or type in the number you would like. The default is 50
Login Page message
Text that customers see on the login page. Use it to describe what they'll find inside.
Tip: If you use a credit card service other than Stripe, you can put a link to it in the login page message.
Default text color
The color of the login page message text. Make sure it's a color that stands out against your background image.
Click on the light grey box to the right of Default text color
Use your cursor to choose the color you would like (on the right side of the box)
Choose the shade of the color (use the left side of the box)
Portal Pages
These set the colors inside the portal. They're set automatically based on your color choice in Company Information, but you can change them by hand.
Navigation color - The color of the main navigation/Dashboard
Sub-Navigation color - The area just under the navigation
Navigation 'hover' color - The color that highlights a menu item when you mouse over it (also the selected item color)
Buttons' color - The color of buttons like Sign In, Confirm, and View & Pay
Default footer color - The bottom of the page, where your company address shows
Note: Keep these colors soft and light. Try to coordinate your color scheme so the colors go well together.
Customers won't want to spend time on a portal that's hard to look at.
Picking a color
Click the color box and click in the right side of the color spectrum to get close to your company color, then click the left side to zero in. For an exact color, you can type in the 6-character Hex color code.If you want to get very specific with the color, you can type in the Hex color code. For a list of the Hex color code and its color, see Hex color codes.
Portal Payments Policy
Add links to your company policies so customers can review them in the portal.
Privacy Policy URL
A link to your privacy policy. You can use the default template if you don't have your own.
Terms and Conditions URL
A link to your terms and conditions. You can use the default template if you don't have your own.
Refund Policy URL
A link to your refund policy.
Click the green Save button at the bottom to apply your changes.
Need more help? Reach out to Fieldwork support and we will be happy to walk you through these settings.