Client Portal: Simplify Communication and Collaboration
Client Portal

24/7 Customer Support & Ticket Management

Upvoit allows your clients to easily submit and track requests anytime, anywhere, with just a few clicks.

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Portal for Seamless Access & Client Management

Upvoit’s client portal allows you to interact with your clients by providing access to important documents, project details, and communications. It serves as a central hub for managing client relationships and streamlining communication.

What does it offer?

document-management Document Management
task-management Task Management
project-tracking Project Tracking
invoices-and-billing Invoices & Billing
client-support Client Support/Help Desk

Why Choose Upvoit?

Centralized Information

Organize multiple client data in one place, making it easier to access and manage.

Customizable Interface

Flexible customization options to tailor the user experience, providing an efficient and personalized platform.

Faster Response Times

Receive quick responses via seamless communication tools, reduce delays, and improve overall client satisfaction.

Real-Time Job Status Tracking

Upvoit allows clients to track the progress of their service requests, from scheduling to completion, reducing the need for follow-up calls or emails.

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status-tracking
centralized-communication-hub

Centralized Communication Hub

Provide a single platform for clients to view quotes, approve tasks, ask questions, and receive updates, ensuring seamless and transparent communication.

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Service History and Billing Manager

Upvoit allows clients to effortlessly access past service records, invoices, and payment history, simplifying document retrieval and building trust.

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billing-manager

FAQs

What is the Client Portal?

The Client Portal is a secure online platform where clients can track job progress, access service records, manage invoices, and communicate with the service team—all in one place.

How do I access the Client Portal?

You can access the Client Portal via a web browser or mobile app. Simply log in with the credentials you provided during service sign-up..

What information can I view in the Client Portal?

In the Client Portal, you can view your service history, job progress, technician updates, invoices, quotes, and payment status. It also allows you to communicate directly with our support team.

Can I approve or request changes to jobs through the Client Portal?

Yes, the Client Portal lets you review job details, approve tasks, or request changes with just a few clicks, saving time and ensuring transparency.

Is my data secure in the Client Portal?

Absolutely. We use advanced encryption and security measures to ensure your data is safe and accessible only to authorized users.

Ready to streamline your field services and improve efficiency?

Experience the power of Upvoit without any commitment. Start your free trial today and see how it can transform your field service business.

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