Field Service Management
Give your customers 24/7 access with DreamzFSM’s online client portal. Faster bookings, quick approvals, and secure payments—all in one place.
Everyday Tasks, Handled With Ease
With DreamzFSM’s customer portal software, clients can book, approve, and pay on their own—while you save time.
Plan, assign, and manage jobs with drag-and-drop scheduling to keep your team organized and on time.
Assign the right job to the right technician in seconds with real-time updates and route optimization.
Turn jobs into professional invoices in one click and get paid faster with flexible payment options.
Create fast, professional quotes that win customer trust and help you close more jobs.
Sync invoices, payments, and customer data with QuickBooks for effortless accounting.
Collect, track, and showcase customer reviews to build trust and win more jobs.
Use ready-made service templates to keep pricing consistent, professional, and easy to update.
Record every clock in/out effortlessly and keep accurate employee timesheets.
Get real-time insights with custom dashboards and AI-powered reporting to grow smarter.
Keep all customer and team conversations in one place with real-time messaging.
Give customers 24/7 self-service access to book, approve, and pay—without calls or emails.
Our job costing software helps you track profit on every job in real time. See labor, material, and commission costs as they happen.
The system provides users with a simple method to schedule tasks and dispatch work through its advanced features
Our field service dispatch software streamlines job management, technician assignment, and field work tracking.
With DreamzFSM’s Field Service Invoicing Software, create and send professional invoices instantly while offering customers flexible payment methods.
With DreamzFSM’s Job Estimate Software, you can deliver fast, accurate quotes and proposals that impress customers and close deals quickly.
Our QuickBooks integration connects your field software with QuickBooks Online or Desktop.
DreamzFSM makes reputation management effortless, so you spend less time chasing reviews and more time winning jobs.
Our price book software gives you one place to manage pricing and services.
Log employee time with ease using built-in tools that record every clock in/out.
Our field service reporting software gives you real-time analytics, custom dashboards, and AI-powered insights in one place.
Our in-app chat software keeps all customer and team messages in one place.
With DreamzFSM’s online client portal, your customers get full control over their experience without picking up the phone.
Our job costing software helps you track profit on every job in real time. See labor, material, and commission costs as they happen.
DreamzCMMS empowers Startups, SMBs, and Fortune 500 brands with scalable, future-ready technology. Our clients include DHL, Nestlé, ABInBev, and Close Brothers Brewery Rentals —brands that demand the best.
Fill in your details and our experts will get in touch within 24 hours. We specialize in custom software, AI solutions, and enterprise platforms—tailored to your business goals.
These are the 5 most commonly FAQ’s about Customer Portal
It’s a secure online client portal where customers can handle jobs themselves. They can book, reschedule, approve estimates, pay bills, and manage appointments—without waiting on a call or email.
It works like a self-serve customer hub. Clients can view past jobs, manage bookings, send referrals, pay online, or chat with you through messaging/communicate tools.
You save time. Customers enjoy 24/7 access. Payments come in faster, communication is easier, and your business looks more professional.
Clients log in with a secure magic-link and act on their own. They can book, cancel, or pay invoices online in minutes. Everything stays clear and organized, which means less back-and-forth for you.
Yes. You can add your branding with logos and colors. Customers can even store cards on file for quick repeat payments, giving the portal a seamless feel.
