JobNote

Your customers can look it up themselves

Fewer "can you send me the last service sheet?" calls.

  • No card needed
  • No setup fee
  • No contract
A service record in the customer portal

What customers see

  • Their equipment, site by site, with when it was last serviced and when it's next due.
  • Every service record, with checks, readings, photos and signatures.
  • Certificates and documents you've attached to their equipment and chosen to share.

You stay in control

  • You decide who gets a login.
  • Each file has a "customer sees it" switch.
  • Customers only ever see their own equipment.

Plan

The customer portal is part of the Servicing plan. During the beta every firm has it free. See pricing.

Try it on your next job

Free for everyone during the beta. Signing up takes a minute: your name, your company, an email and a password.

Start free