Client portals for field service and operations

When work happens on site, the paperwork and updates tend to happen by phone. A portal gives customers and contractors one place to request work, follow it and send back proof that it's done.

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Work for third-party contractors

Contractors see the jobs assigned to them, update progress and upload proof of work, without getting access to anything else.

Zoho Projects
Zoho WorkDrive
Zoho Books
Zoho CRM

What clients do

See the jobs assigned to them
Update task progress and add comments
Upload photos and completion documents
Send invoices and see what's been paid

What your team gets

Contractors see only their own jobs
Progress comes back into Zoho Projects
Proof of work stored with the job
No shared logins or spreadsheets

Construction and field service orders

Customers request work, follow each job and approve the paperwork, while your crews and office work from the same records.

Zoho Forms
Zoho Projects
Zoho Sign
Zoho Books

What clients do

Request new work with the details you need
Follow each job's progress
Sign quotes and completion certificates
Pay invoices online

What your team gets

Requests arrive as records, not phone messages
Job status comes from Zoho Projects
Signed paperwork stored with the job
Each customer sees only their own sites

Equipment rental and service

Customers see what they're renting, book servicing, report faults and pay invoices, all from one account.

Zoho CRM
Zoho Desk
Zoho Books
Zoho WorkDrive

What clients do

See the equipment on hire and return dates
Report a fault or request a service
Pay rental invoices online
Download hire agreements and service records

What your team gets

Fault reports arrive as tickets with the asset attached
Rental invoices from Zoho Books
Customers see only their own equipment
Service history kept with each asset

Fleet driver portal

Drivers report vehicle issues, upload their documents and find policies in one place, and the fleet team sees everything that needs attention.

Zoho Desk
Zoho CRM
Zoho WorkDrive
Zoho Forms

What clients do

Report a vehicle issue with photos
Upload licences and required documents
Find handbooks and policies
Update their contact details

What your team gets

Vehicle issues arrive as tickets
Driver documents stored against each driver
Drivers see only their own records
A history of every issue per vehicle

Safety incident reporting

Staff and contractors report incidents and near misses from anywhere, and your safety team follows each one through to closure.

Zoho Forms
Zoho CRM
Zoho Projects
Zoho WorkDrive

What clients do

Report an incident or near miss
Attach photos and witness statements
Follow their report and answer questions
Find safety policies and training material

What your team gets

Reports arrive as records with the details you need
Follow-up actions tracked as tasks
Reports on incidents by site and type
A full audit log for inspections

Field inspection and compliance

Clients see their inspection results and certificates, and upload what's needed to stay compliant, without asking for copies.

Zoho CRM
Zoho WorkDrive
Zoho Bookings
Zoho Desk

What clients do

See upcoming and past inspections
Download inspection reports and certificates
Upload evidence that issues have been fixed
Book the next inspection

What your team gets

Reports shared once in the client's folder
Remedial evidence stored with the inspection
Clients see only their own sites
Fewer requests for certificate copies

Facilities work requests

Occupants report problems and request work in one place, and follow each request instead of calling the facilities desk.

Zoho Desk
Zoho Projects
Zoho Bookings
Zoho CRM

What clients do

Submit a work request with photos
Follow each request and reply to questions
See planned maintenance for their building
Book rooms and shared spaces

What your team gets

Requests arrive in Zoho Desk with the location attached
Fewer calls asking for updates
Reports on requests by building and type
Occupants see only their own requests

Other industries

See it for your own clients

Book a demo and we'll build a portal page on your own Zoho data while you watch, or start a 7-day free trial with no credit card.

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