A customer-facing portal for service requests, job tracking, and invoice approval - connected to digital work orders your field crews complete on their phones.
Every inbound status call, every paper work order, and every invoice dispute is a symptom of the same root problem: the job record doesn't exist in a form both parties can see. TMI's work order and customer portal infrastructure creates a single digital thread from service request to closed invoice - visible to the customer, visible to the crew, and auditable at every step.
Customers log in to request service, track job status, view completed work photos, approve invoices, and see their full service history - without calling. Field crews get digital work orders on their phones, complete them with notes and photos, and close jobs that trigger invoicing automatically. The inbound call volume drops. Disputes are resolved with the documentation that was built during the job.
Customers log in to the portal and submit a service request with all required detail. Request routed to dispatch automatically. Customer receives a confirmation and can track status without making a call.
Dispatch assigns the job and a digital work order appears on the technician's phone. The tech completes it in the field - photos, notes, materials used - and closes the job. The customer's portal updates in real time as the status changes.
Job close triggers automatic invoice generation. Customer sees the invoice in the portal with the work documentation attached. Approves online. Payment requested. The full job record - from request to payment - lives in a single audit trail.
Two systems that close the loop between how your field crews work and what your customers experience - connected through a single job record.
Create, assign, prioritize, and close work orders digitally. Field crews complete them on a phone, attach photos, and log notes. Every job has a full audit trail without a clipboard in sight.
Customers log in to see job status, service history, upcoming appointments, open invoices, and warranty records. Reduces inbound calls by giving customers the visibility they want without requiring your team to provide it manually.
The portal and work order system pay back fastest for operations handling multiple service calls per day where customer communication is eating admin time.
Maintenance contracts, emergency calls, and equipment installs tracked per customer in one portal. Customers see their service history, upcoming PM dates, and open invoices without calling in. Office time freed from status calls.
Service requests submitted through the portal with location details and photos. Crew dispatched with a digital work order. Job completed, documented, and invoiced before the technician pulls out of the driveway.
Commercial clients track project status, approvals, and inspection documentation through the portal. Work orders connected to permit records. Invoice disputes resolved with the as-built photos and sign-off records already in the system.
High-volume service calls managed through a single digital workflow. Technicians work from phones, not paper. Customers self-serve. The admin team handles exceptions instead of triaging status requests all day.
Before-and-after documentation, material specs, and inspection photos delivered to the customer portal automatically. Insurance claim support built into the job record. No manual file assembly before or after the project.
We'll walk through your current job management and customer communication workflow, and show you what a connected work order and portal system looks like for your operation.
TMI