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 jobs or service requests per day - physical or digital, local or worldwide - 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.
Clients submit requests through the portal, track project status, and approve deliverables and invoices in one place. The delivery team works tickets instead of fielding "where are we at?" emails. Every approval and revision documented in the job record.
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.
FAQ
Work orders are created from job requests automatically - structured from the initial contact without a dispatcher manually entering data. As the job progresses, techs update status, log materials, and capture field notes from their phones. The work order closes when the job is marked complete, triggering billing and customer notification automatically.
A tech speaks a job update or field note into their phone. The system transcribes and structures it into the work order format - materials used, time logged, actions taken, next steps noted. Field data captured in 30 seconds becomes structured operational data without admin manual entry.
Dispatchers manually entering job requests, techs writing paper job cards, admins transcribing field notes into the system, project managers chasing status updates, billing staff manually building invoices from job records. Most of these steps either automate or disappear with a properly built work order system.
When a work order closes, it triggers billing automatically. All materials logged during the job, all labor time captured, all change orders approved during the work - everything in the work order populates the invoice. Nothing requires an admin to review a paper card and manually enter line items.
Multi-phase jobs are structured as parent work orders with child tasks, each with their own materials, labor, and status tracking. Phases can be billed independently or rolled up into a final invoice. Change orders attach to the relevant phase and route through the appropriate approval chain before work proceeds.
Work order management typically deploys in 4-8 weeks, including integration with existing dispatch and billing systems and configuration of approval chains and field capture workflows.
TMI