Does the portal help quotes get approved faster?

Yes. Instead of a PDF sitting in an inbox, clients review and accept or decline quotes directly in the portal, which removes the email back-and-forth and shortens the time from sending a quote to starting the job.

Can customers raise new jobs themselves?

Yes. The portal includes a work order request form, so clients can submit new work with the detail you need, and it arrives in Field Forge ready to schedule rather than as a phone message to write up later.

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A customer portal that gets quotes approved faster

Give your clients a single place to approve quotes, follow job progress, view their invoices, and raise new work orders — so quotes get signed off faster and you spend less of the week chasing email.

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fieldforge.io/dashboard

Active Jobs

Quotes Sent

£28.4k

Revenue (MTD)

Scheduled Today

Job Pipeline

Planned

Assigned

In Progress

Completed

£1,185

Avg Job Value

+8%

32%

Profit Margin

+2%

£4,220

Outstanding

3 invoices

Recent Activity

Boiler service completed at 14 High St

12 min ago

Quote #Q-0047 sent to Apex Build Ltd

34 min ago

Invoice #INV-0093 paid: £1,820

1 hr ago

The problem it solves

Quotes sit unanswered in inboxes

A quote goes out as a PDF attachment and then it is silence. You chase by email and phone while the job — and the cash — waits on a signature that is easy to put off.

Clients keep asking where their job is up to

Status update calls and "any news?" emails interrupt the office. Without somewhere for clients to look, every question lands on your team.

Invoices and requests scatter across channels

Invoices over email, new requests by text, approvals over the phone. Nothing is in one place, so things get missed and the paper trail is thin.

How it works

1
Invite the client to their portal
Each customer gets a branded portal with a dashboard summarising their quotes, jobs, and invoices in one place.
2
They approve and track, you get on with work
Clients review and accept or decline quotes, follow job status and progress including technician assignments and photos, and view their outstanding invoices and payment status — without calling the office.
3
New work comes in cleanly
Clients raise new work orders through a form in the portal, so requests arrive with the detail you need instead of a vague voicemail.

What you get

Branded customer dashboard
Online quote approval (accept or decline)
Read-only job progress and status visibility
Technician assignment and job photo visibility
Invoice access and payment status
Customer-submitted work order requests

Customer Portal — frequently asked questions

Customers get a branded dashboard where they can approve or decline quotes, track job progress and status (including technician assignments and photos), view their outstanding invoices and payment status, and submit new work order requests — all in one place.

No card required

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Quote, schedule, and invoice from one platform. Set up in minutes. No sales call, no setup fee.

30 days free · No credit card required · Cancel anytime