With ProjectsForce 360’s Customer Portal, you give clients a 24/7 self-service hub that cuts calls, boosts transparency, and keeps everyone on the same page.

 

24/7 Self-Service Access

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• View current and past orders anytime

• Schedule jobs online without calling in

• Upload or download documents and photos

 

Secure, Streamlined Communication

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• E-sign contracts and forms in seconds

• Instant chat with your office team for support

• Store welcome letters, “what to expect” guides, and custom resources

 

Personalized Client Experience

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• Show each customer their assigned technician—complete with photo and bio

• Surface the exact docs and images relevant to their project

• Let them track progress and approvals in real time

 

Why the Customer Portal Matters

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• Efficiency: Slash inbound calls and manual updates

• Transparency: Keep clients informed and engaged

• Satisfaction: Deliver a modern, on-demand experience

 

Enable the Customer Portal in Settings → Customer Portal and give your clients control—so you can focus on service, not support.