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Customer Portal

Make It Easier For Customers To Respond

Sending a quote is only part of the process. The customer still needs to review it, ask questions, approve the work and eventually pay the invoice.

As more work moves through the business, customer responses get buried and approval history becomes difficult to follow.

FieldHive Customer Portal is designed to keep customer activity connected to the work.

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What Is A Customer Portal?

What Is A Customer Portal?

What Is A Customer Portal?

A Customer Portal gives customers a dedicated place to interact with their work.

Instead of relying on emails, attachments and disconnected conversations, customers can review information through a connected experience.

AUDIENCE

Who FieldHive Is For

Who FieldHive Is For

Built for trade businesses that want practical job management, connected records and less rebuilding as workload grows.

Who This Is For

Who This Is For

Who This Is For

FieldHive is built for:

FieldHive is built for:

FieldHive is built for:

Self-employed trades

Subcontractors

Sole traders

Small trade businesses

Businesses regularly sending quotes and invoices

Trades wanting better visibility into customer activity

Who This Is Not For

Who This Is Not For

Who This Is Not For

FieldHive is not built for:

FieldHive is not built for:

FieldHive is not built for:

FieldHive is not built for:

Enterprise customer portals

Corporate procurement systems

Large-scale client management platforms

Businesses requiring complex approval workflows

The Connected Workflow

The Connected Workflow

The Connected Workflow

The Connected Workflow

Pricing should not sit outside the workflow. The pricing you build becomes part of the wider structure — materials, labour and pricing all stay connected, following the job from quote through to invoice.

Customer

Quote

Booking

Invoice

Payment

Customer History

Review & Approve Quotes

Today — Let customers review and approve quotes online.

As Workload Grows — Approval volume stays manageable as quote numbers increase.

Why It Matters — No more chasing signatures or approvals over email.

Connected Customer Activity

Today — Give customers one place to see their job’s progress.

As Workload Grows — Activity stays organised even as customer numbers grow.

Why It Matters — Fewer status update calls and emails to answer.

Ask Questions In Context

Today — Let customers ask questions directly against the relevant quote or invoice.

As Workload Grows — Question volume stays manageable as customer numbers increase.

Why It Matters — Questions arrive with context instead of a vague email.

Pay Invoices Online

Today — Let customers view and pay invoices without a phone call.

As Workload Grows — Payment collection stays smooth as invoice volume increases.

Why It Matters — Fewer manual payment chases for the business to make.

One Connected Experience

Today — Replace scattered emails and attachments with one portal.

As Workload Grows — Customer experience stays consistent as the business grows.

Why It Matters — Everything customers need sits in one connected place.

How This Connects To The Wider Job

A Customer Portal only works if it’s connected to the quotes, invoices and job activity customers actually care about.

Giving customers a single connected view reduces the back-and-forth that usually falls on the business to manage.

GROWING PAINS

Why Customer Activity Gets Harder As Workload Grows

Why Customer Activity Gets Harder As Workload Grows

Why Customer Activity Gets Harder As Workload Grows

Why Customer Activity Gets Harder As Workload Grows

The first few jobs are easy. You know which quotes are waiting and who has replied.

As workload grows, more quotes, invoices, approvals and references need tracking.

GROWTH

Today vs As Workload Grows

Today vs As Workload Grows

FieldHive gives you what you need today and keeps working as your business grows.

TODAY

Give customers visibility

Let customers review, approve and pay without emails and phone calls.

AS WORKLOAD GROWS

Less back-and-forth

As customer numbers grow, a connected portal absorbs the status questions that used to land on your team.

SUMMARY

FieldHive In 30 Seconds

FieldHive In 30 Seconds

FieldHive In 30 Seconds

FieldHive In 30 Seconds

Everything you need to know about FieldHive, in four lines.

Everything you need to know about FieldHive, in four lines.

A connected place for customers to review, approve and interact with work.

Built for subcontractors, sole traders and growing trade businesses.

Customer activity stays connected to quotes, invoices and job history.

Less chasing. Less confusion. More visibility.

Less rebuilding. More clarity. Built to grow with you.

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FINAL STEP

Make It Easier For Customers To Respond

Make It Easier For Customers To Respond

Start Free

Start Free

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FieldHive logo
FieldHive brand mark
FieldHive brand mark

Management software built by trade professionals, for trade professionals.

© 2025 Fieldhive Ltd. All rights reserved.

Privacy Policy

Terms of Service

Cookie Policy

Company Registration No: 16741717

FieldHive logo
FieldHive brand mark
FieldHive brand mark

Management software built by trade professionals, for trade professionals.

© 2025 Fieldhive Ltd. All rights reserved.

Privacy Policy

Terms of Service

Cookie Policy

Company Registration No: 16741717

FieldHive logo
FieldHive brand mark
FieldHive brand mark

Management software built by trade professionals, for trade professionals.

© 2025 Fieldhive Ltd. All rights reserved.

Company Registration No: 16741717

FieldHive logo
FieldHive brand mark
FieldHive brand mark

Management software built by trade professionals, for trade professionals.

Company Registration No: 16741717

© 2025 Fieldhive Ltd. All rights reserved.

FieldHive logo
FieldHive brand mark
FieldHive brand mark

Management software built by trade professionals, for trade professionals.

© 2025 Fieldhive Ltd. All rights reserved.

Privacy Policy

Terms of Service

Cookie Policy

Company Registration No: 16741717