Client portal overview
The client portal is a mobile-friendly, self-service space where clients can:
- Submit work requests
- Review and approve quotes
- Check appointment details
- Pay invoices and deposits
- Download documents and receipts
- Manage supported payment methods
- Contact your business
- Refer new clients
What a client sees depends on record status, portal settings, payment configuration, and the links you have shared.
How clients access the portal
Portal links can be included in:
- Quote and quote follow-up messages
- Invoice and invoice follow-up messages
- Booking confirmations
- Appointment reminders
- Payment-method requests
- Portal login emails
Emails contain a button and can also include a fallback URL. Text messages contain a direct link.
From a client profile, authorized users can send a portal access email when the client needs a fresh link.
Access uses email- or phone-based verification instead of a reusable password. Fieldified can ask the client to verify their email or phone after a link becomes older or when an additional security check is required.
Treat portal links as sensitive. Anyone who receives or is forwarded a valid link may be able to access the same client information. Review copied recipients before sending.
Add portal access to your website
Copy the portal URL from Client Hub Settings.
Add it to the business website as a Client Login button or link. The client can then verify their identity and access the appropriate account.
Requests
Clients can submit a work request when the request form is enabled for the portal.
Submitted requests remain visible as part of the client’s history. Requests created only for internal tracking do not need to appear in the portal.
When a request or booking form securely collects a payment method, the client can enter supported card details. The saved method can then be available for deposits, invoices, or authorized automatic payments.
Quotes
Client-visible quote states can include:
- Awaiting response
- Approved
- Converted to a job
Draft and archived quotes are hidden.
Depending on settings, clients can:
- Review scope and pricing
- Select optional line items
- View line-item images
- Approve the quote
- Request changes
- Pay a required deposit
- Download a PDF
Archive a quote when it should no longer remain accessible through the portal.
Appointments
The portal can show recent past appointments and a limited number of upcoming appointments within the displayed planning window.
Appointment cards can include:
- Date
- Exact time or arrival window
- Property address
- Assigned team member’s first name
- Assigned team member’s profile photo or initials
Use Client Hub Settings to decide whether clients see an exact time or only the information appropriate for your scheduling workflow.
Invoices
Client-visible invoice states can include:
- Awaiting payment
- Past due
- Paid
Draft and bad-debt invoices are hidden.
Clients can:
- Review invoice details
- Select an available payment method
- Add a tip when enabled
- Pay the displayed amount
- Download the invoice or receipt
Bank-account verification can involve a small temporary test transaction that is refunded according to the payment provider’s process.
Partial invoice payments
Partial payment is enabled on the individual invoice.
When enabled, the client can choose:
- Pay in full
- Enter another amount
Review the remaining balance and payment schedule after each partial payment. Do not assume that enabling partial payments on one invoice changes the account-wide default.
Mobile invoice view
On a phone, the payment form can appear before the invoice details. The client can select View Invoice to expand the full document.
Test invoice presentation on both desktop and mobile when custom fields, long descriptions, or many line items are used.
Wallet
The wallet lets clients add and manage supported payment methods.
Clients can:
- Add card and billing details
- Store more than one card
- Select a default method
- Remove an eligible stored card
A method connected to active automatic payments might not be removable until the related job or payment agreement is updated.
Contact information
The portal can display:
- Company name
- Phone
- Website
- Address
- Business hours
- Social profiles
Company contact details and operating hours come from company settings. Brand and social information comes from the business profile.
Keep both areas current so the portal does not publish outdated information.
Referrals
When referrals are enabled, the portal can show a Refer a Friend action.
Clients can share a unique request or booking link through the options available on their device. Available sharing methods can vary between desktop, mobile, and operating systems.
View the portal as a client
From an eligible client profile, select Log In as Client or the corresponding delegate action.
Delegate view lets an administrator inspect the portal without asking for the client’s link. High-risk actions such as making a payment or submitting a request remain unavailable while acting as a delegate.
Preview a quote or invoice
Open the quote or invoice and select Preview as Client to inspect one document.
Preview is read-only. Return to the record’s edit screen to make changes, then preview it again.
Portal review checklist
Before inviting clients:
- Check business identity and contact details.
- Review request-form visibility.
- Preview quote approval and deposit behavior.
- Confirm appointment time visibility.
- Test invoice and partial-payment settings.
- Review stored payment behavior.
- Confirm archived and draft records are hidden.
- Test access on desktop and mobile.