Customer Portal for Contractors
With this powerful addition, you now benefit from enhanced collaboration and efficiency. Customer communication, service requests, and document sharing are now simpler than ever.
Provide a Simple Customer Experience
Give your customers a better way to interact with your business at their convenience without back-and-forth phone calls—and you’ll stand out by offering a smooth online experience.
Let customers request work online, this saves time by reducing calls and emails with your customers.
Customers log in to the Portal to view every detail about their service history. Customer Portal displays:
• Summary of the service work completed
• Documents, photos, and videos attached to work orders
Share Assignment Information to Techs or Company-Wide
Break down company silos with easily accessible people and project information.
Eliminate errors in quotes and invoices by applying pricing and rate sheets automatically across all customer accounts.
Never miss a scheduled maintenance task again by gaining a comprehensive view of all previous work.
Time Savings For Everyone
Saves time for both the field and office teams by providing all necessary information and streamlining the payment collection process.
Deeply integrated with your accounting platform, it simplifies the way you schedule, invoice, communicate, and collaborate.
Have a complete view of what the future of your service business looks like over the next week, month, or quarter.
Operix's customer service and tech team make onboarding and learning the software a breeze.
Great customer service! Quick to reply and helps work out issues in a timely manner.
The seamless integration into our accounting system has eliminated manual input, making my life easier.
Operix improves our cash flow by simplifying our processes. Honestly, I can't imagine going back.
Operix has eliminated the need to re-enter crucial information from the field to the back office.
We've slashed service-to-invoicing time from weeks to mere days, streamlining our entire operation!
A single office administrator can no manage payroll and invoice work orders for 100+ field employees.
Works good and is user friendly, there customer service has always been responsive.
It’s user-friendly, high-performing, and enhances our daily operations, while their team is always ready to help.
Operix constantly improves their tool and their knowledgeable staff offers valuable insights.
I always appreciated the attention to the user experiences in the software.
Operix increases the insight into our service profitability. Our HVAC company couldn't be happier.
The platform offers techs a mirrored view of dispatchers' customer equipment and repair history.
The ease of use for our field team to track time worked on different projects.
If I have an issue (which is very rare), Operix responds right away.
A single office administrator can no manage payroll and invoice work orders for 100+ field employees.
Operix is user-friendly, high-performing, and enhances our daily operations.
If I have an issue (which is very rare), Operix responds right away.
The ease of use for our field team to track time worked on different projects.
The platform offers techs a mirrored view of dispatchers' customer equipment and repair history.
Operix increases the insight into our service profitability. Our HVAC company couldn't be happier.
I always appreciated the attention to the user experiences in the software.
Operix constantly improves their tool and their knowledgeable staff offers valuable insights.
The seamless integration into our accounting system has eliminated manual input, making my life easier.
Operix improves our cash flow by simplifying our processes. Honestly, I can't imagine going back.
Operix has eliminated the need to re-enter crucial information from the field to the back office.
We've slashed service-to-invoicing time from weeks to mere days, streamlining our entire operation!
A single office administrator can no manage payroll and invoice work orders for 100+ field employees.
Works good and is user friendly, there customer service has always been responsive.