Your customers. Your brand. One place to stay connected.
Give customers a private, business-branded place to revisit appointments, review completed service and access documents you’ve shared—with invoice payment available when eligible.
ILLUSTRATIVE · FICTIONAL DATA · AUTHENTICATED CUSTOMER VIEW
Cedar Heating & CoolingFictional service business · Customer Portal
Private access · Shared with this customer
Welcome back, Jordan.
Your appointments and shared documents, together.
UPCOMING APPOINTMENT
Heat pump maintenance
Tuesday · 9:00–11:00 arrival window
Scheduled Previous visit / Completed
A record of your last visit
System serviced and operation checked.
Customer-facing service summary
Shared documents
Quote · Deposit Request · Agreement details
Invoice details
Remaining balance$1,200.00Pay $1,200.00 · When eligible
Illustrative information only. Document access and payment availability are checked separately.
Powered by Field Console Pro
Separate secure links handle quote approval, signing and deposit payment.
Cedar Heating & CoolingOriginal fictional business identity
YOUR BUSINESS, FRONT AND CENTER
A familiar name. A private place to return.
Your business name, configured company logo and phone details carry through to a portal on your branded Field Console Pro subdomain. Customers recognize the service business they already know.
Field Console Pro powers the experience. Your business maintains the customer relationship and customer-facing identity.
BUILT AROUND APPROVED CUSTOMER ACCESS
Personal information. Purposeful access.
The branded landing page can welcome visitors, but customer-specific information stays private. Your business approves access for the customer and their email address.
01
Invite the right customer
Register and enable your portal, then let authorized office users invite a customer with an approved email.
02
Verify before viewing
Customers follow a secure email link and explicitly verify access before entering their private portal.
03
Return when needed
The customer-specific returning-access address lets customers request a fresh sign-in email. A new business invitation isn’t needed for every visit while approved access remains valid.
Business login does not authorize customer access. Customers see only the information permitted for their relationship with that business.
FROM THE NEXT VISIT TO THE LAST
The appointment. And the story after it.
Authorized customers can revisit upcoming appointment details and completed or cancelled history. Scheduled company appointments appear automatically; they do not need a manual publication action.
Officially assigned Zwivio jobs remain subject to verified assignment history and the correct business/customer relationship. A portal account does not grant access to another business’s work.
Review the service description, scheduled time or arrival window, location context and current appointment status.
After the work
Read the customer-facing service summary when one has been saved for the completed appointment. Later saved updates appear on the next authorized detail view.
Internal Service Records, diagnosis, private technician notes, equipment and job attachments are not exposed through that summary.
Let customers find eligible shared quotes, invoices, Deposit Requests and Agreement details alongside their service relationship. A document linked to a job is not automatically shared.
Previously shared documents keep their own recipient and access requirements. They can remain independently visible even when an associated appointment is not eligible for portal display.
Review invoice totals, applied deposits, payment history and the remaining balance. Eligible customers can enter the existing secure Stripe Checkout flow from invoice detail when online payments are ready.
Separate secure actions
Quote approval, Agreement signing and deposit payment use their existing separate secure links. Portal membership alone does not grant signing or payment authority. Agreements show basic details subject to their own permissions.
Private stays private
General internal attachments and private job notes stay out of the portal. Only explicitly customer-visible, authorized quote files are included where supported.
CONNECTED TO YOUR BUSINESS OPERATIONS
One relationship. A clearer customer view.
The portal brings together authorized information from the customer, their appointments and shared commercial records. Your team continues working in Field Console Pro; customers return to your branded experience.
Portal setup and management require eligible Field Console Pro access and office permissions. An active business and enabled registration are required. Customer access can be revoked; online payments retain their own provider and eligibility requirements.
Zwivio Dispatch Network participation is separately approved and does not include paid CRM capabilities or automatically grant customer portal access.
