Coming Soon
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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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
Built for trade businesses that want practical job management, connected records and less rebuilding as workload grows.
Self-employed trades
Subcontractors
Sole traders
Small trade businesses
Businesses regularly sending quotes and invoices
Trades wanting better visibility into customer activity
Enterprise customer portals
Corporate procurement systems
Large-scale client management platforms
Businesses requiring complex approval workflows
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
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
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
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.
FINAL STEP



