Level 6 · Customer Portal 5 min read Office Staff Owner

Tracking Jobs in the Portal

Tracking Jobs in the Portal

Job tracking in the customer portal

Your customers can see every job you've done for them — past, present, and upcoming.

What Customers Can See

  • Job title and description
  • Scheduled date and time
  • Which engineer is attending
  • Current job status (Scheduled / In Progress / Completed)
  • Notes added by engineers on-site
  • Photos taken during the job
  • Completion signature

Real-Time Updates

When your engineer checks in, updates the job status, or completes work, the customer's portal updates automatically. They always have an up-to-date view without needing to call the office.

Job History

All past jobs appear in the Jobs section of the portal. Customers can view the full history of work carried out at their property.