Will my customers actually use a portal?

Commercial and property clients generally do, because they need records for their own reporting. Household customers use it less and respond better to a direct message. Omni Field sends job updates by email and WhatsApp as well, so the portal is a record rather than your one route to them.

Can customers request new work through the portal?

Yes. In Omni Field a service request submitted through the portal creates a job and notifies the dispatch team, so the request lands as work rather than as an email someone has to retype into the system.

Can customers pay through the portal?

Yes, through Paystack by card or bank payment. You do not need a separate merchant account. Payouts reach your bank in 2 to 3 days and carry a 1% transaction charge on what you collect.

Client portal

A client portal is a signed-in area where your customers can see their own jobs, quotes, invoices and documents without phoning your office. It reduces status calls, gives customers a record they can find for themselves, and gives them a route to request new work at any hour.

What customers do in a portal

Customers use a portal for four things: checking the status of current work, finding a past invoice or quote, requesting a new service, and paying. Each of those is a phone call to your office that does not happen.

The volume matters more than it sounds. A firm handling forty status calls a week is spending most of an administrator's time answering a question a portal answers instantly.

What it changes for your office

It changes the shape of your admin work from responding to preparing. Instead of answering the same question forty times, the office keeps the job statuses current and the portal does the answering.

It also creates a written record of the customer relationship that is not sitting in one person's inbox, which matters when that person is on leave.

What to look for

Look for your branding on it, visibility of the documents customers actually ask for, a request route that creates real work in your system rather than an email, and an online payment path.

Omni Field provides a white-labelled client portal showing jobs, invoices, estimates and shared documents, service requests that create jobs and notify dispatch automatically, and online payment through Paystack. Customer messaging alongside it goes out by email and WhatsApp.

Common questions

See it in the product

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