Fieldsity

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

What is the Fieldsity Client Portal?

Turn it on, set your portal address, and let clients request work.

Set up the Client Portal

Passwordless sign-in — clients enter their email and click a secure link.

How clients log in to the portal

Clients approve, request changes, or decline quotes online.

How clients interact with estimates on the portal

Pay Now online — the invoice updates itself.

How clients pay invoices on the portal

Yes — clients see their upcoming and past visits.

Can clients see their upcoming appointments on the portal?

The Wallet — add, default, and remove saved cards.

How clients manage saved payment methods

Self-service portal where clients view estimates, pay invoices, and check appointments.

Client Portal

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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