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What is the Fieldsity Client Portal?

A branded self-serve page where clients approve estimates, pay invoices, and more.

The Client Portal is a branded, self-serve page for your clients. They sign in to approve estimates, pay invoices, see upcoming visits, and request new work — 24/7, without calling your office.

A branded client portal sign-in page for Average Handyman


What clients can do

  • Estimates — review a quote and approve, decline, or request changes.

  • Invoices — see what's due and pay online.

  • Appointments — check upcoming and past visits.

  • Requests — ask for new work (when you have requests turned on).

  • Wallet — manage saved payment methods for faster paying.

Tip: The portal is your logo and colors, on your own web address — clients see your business, with a small "Powered by Fieldsity" at the bottom.

The Client Portal is an add-on. Next: Set up the Client Portal.

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