14-day free trial. No card needed. See pricing

Fieldspilot for

One link. No phone tag.

Geyser swaps, monthly gardens, a move-out clean: customers approve the quotation, see when the technician is coming, pay by UPI and rebook from one link, no login.

What customers can do without calling you

They are deciding

Approve and sign from a text link.

01 Switch it on

Your brand. No logins for customers.

Add your logo and colours. Customers open their invoice, quote or booking from a text link, with no account or password.

Works on any phone. No app to install.

  • Your logo and colours
  • Text-link access
  • Business accounts
  • Add to home screen
02 It runs itself

Less admin, more new work.

New work requests, rebookings and referrals come in through the same link, so the office answers fewer calls.

A request made in the portal lands in your inbox like any other.

  • Work requests
  • Self-rebooking
  • Referral sharing
  • Year-end statements
03 You stay in control

You choose what shows.

Decide which documents appear, whether customers reschedule, and how long links last. Business customers see all their properties in one place.

Every link is private to the customer it was sent to.

  • Link expiry
  • Private links
  • Reschedule control
  • Booking widget
04 Hands off to the next step

What customers do updates your office.

An approved quote creates the job, a payment closes the invoice, and a reschedule moves the visit on the board. Nobody in the office types it in.

The portal and the office work from the same record.

  • Quote approval
  • Invoice payment
  • Live tech tracking
  • Upcoming jobs

Try it on your next job.14 days free. No card needed.

How trades serve clients.No calls, no logins.

Roofing

Homeowners approve a terrace waterproofing quote, sign on screen and pay the deposit in the portal, all from one link and without a call to the office.

Pressure washing

Past deep-clean customers tap Book Again in their portal and a new request lands in your inbox, so festive rebooks need no phone tag.

Property maintenance

A property manager with six buildings, as in this example, sees every job and invoice across them on one portal page.

Tree care

No passwords: a client opening their removal photos on a new phone gets a 6-digit code by text, then sees the before and after.

Painting

Portal links last 90 days and a fresh one is a text away, while pay links never expire, so a landlord pulls repaint statements any time.

Roofing

Homeowners approve a terrace waterproofing quote, sign on screen and pay the deposit in the portal, all from one link and without a call to the office.

Pressure washing

Past deep-clean customers tap Book Again in their portal and a new request lands in your inbox, so festive rebooks need no phone tag.

Property maintenance

A property manager with six buildings, as in this example, sees every job and invoice across them on one portal page.

Tree care

No passwords: a client opening their removal photos on a new phone gets a 6-digit code by text, then sees the before and after.

Painting

Portal links last 90 days and a fresh one is a text away, while pay links never expire, so a landlord pulls repaint statements any time.

Roofing

Homeowners approve a terrace waterproofing quote, sign on screen and pay the deposit in the portal, all from one link and without a call to the office.

Pressure washing

Past deep-clean customers tap Book Again in their portal and a new request lands in your inbox, so festive rebooks need no phone tag.

Property maintenance

A property manager with six buildings, as in this example, sees every job and invoice across them on one portal page.

Tree care

No passwords: a client opening their removal photos on a new phone gets a 6-digit code by text, then sees the before and after.

Painting

Portal links last 90 days and a fresh one is a text away, while pay links never expire, so a landlord pulls repaint statements any time.

Customers sorted.Now see what it earned.

Turn your customer list into booked jobs

  • Pick an audience: lapsed, seasonal or past customers
  • Audiences built from your customer data, no list building
  • See the bookings and revenue each text brought in
See Campaigns
Campaigns preview

Razorpay takes the payment.WhatsApp or SMS sends the link.

Pricing

What it costs

Client Portal

Included from Pro

₹1,999 /mo

Pro · Up to 5 users

Compare plans

Every Fieldspilot Pro includes

  • Missed-call WhatsApp & SMS text-back
  • Call recordings & transcripts
  • Dispatch board
  • Route optimisation
  • Live GPS
  • Field app: checklists & photos
  • Timesheets & overtime
  • Job costing
  • Customer portal
  • Reviews & referrals
  • Call-to-revenue reports
  • No credit card required
  • 14-day free trial
  • Cancel anytime
Start free

Fewer calls asking where things stand.

Start free. No card, no contract.

Client Portal questions

What is a client portal?

A page your customers open from a link to approve quotes, pay invoices, see upcoming visits and ask for new work, without calling the office.

Do customers need an account?

No. They open their quote, invoice or booking from a text link. No app, no password.

Can customers request new work?

Yes. A request made in the portal lands in your inbox like any other.

Can customers reschedule?

If you allow it. A reschedule moves the visit on your board.

Can they see when the tech is coming?

Yes. They get the arrival time and can follow the tech while they’re on the way.

Can business customers see all their properties?

Yes. A business account shows every property, job and invoice in one place.

Can I add my branding?

Yes. Add your logo and colours.

Which plan includes Client Portal?

Client Portal is on the Pro plan (₹1,999 a month plus GST) and every plan above it. Every account starts with a 14-day free trial, no card needed, and you can cancel any time.