Get MORE Done By Doing LESS in Your Field Service Operations

Published on April 6, 2021

Think about how much faster you could grow your business if you were able to get MORE done by doing LESS in your field service operations.

That’s exactly what you’ll get when you add the Client Portal to your Service Autopilot account.

The updated Client Portal allows you to get paid faster, look more professional, and eliminate unnecessary phone calls.

With a sleeker design than ever before, the Client Portal allows your clients to view things like billing history, service history, and upcoming services.

It allows them to update their card or bank account on file. Plus, it allows your clients to ask a question within the Client Portal. You can also enable Client Portal autopay.

In addition to all of the Client Portal’s previous features, you can now display your business name and your social media accounts.

The Client Portal is the best way you can get MORE done by doing LESS in your field service operations.

Here’s what the Client Portal can do for you:

Improve the Reputability of Your Field Service Business

When you have a Client Portal tied to your field service business’ website, you can improve your reputability.

Clients are more likely to stay with a field service business that looks professional than with a business that seems amature.

By adding the Client Portal to your Service Autopilot account, you can simultaneously improve your reputation and your professionalism, which then can increase your client retention and referrals.

Get Paid Faster for Your Field Service Work

One of the biggest bottlenecks in any field service business is when you don’t get paid on time.

The reality is that many clients won’t call to pay their bill unless it’s convenient for them. After all, no one likes paying bills.

When you have the Client Portal, your clients can pay whenever, wherever they want!

No more endless phone tagging back and forth to get your payments.

Simply direct your clients to your Client Portal, and let it take care of the rest!

When you get paid faster, without lifting a finger, everything starts to free up in your business.

Stop paying your office staff to call for payments when there’s a simple, cheaper solution to getting paid faster.

Increase Your Profits

The Client Portal is one of the best ways to increase the profits in your field service business because it streamlines your payment process.

Now, your clients can do all of the things they used to call your office for (and more!)… 

  • Keep their card on file.
  • View and print invoices.
  • View open or unresolved issues.
  • Directly pay their invoice or account balance.
  • Update their account and contact information.
  • View their payment history and current account balance.
  • Ask a question or report a problem.
  • Update their credit card using a validity verification before saving it (and if you auto-charge, SA can prevent your client from deleting their card on file).

Additionally, the Client Portal provides a way for clients to make actions on their account whenever it’s convenient for them—making you and your clients happier.

By adding the Client Portal to your Service Autopilot account, you can instantly streamline your payment process and increase your profits.

Sell More Field Service Work (Without Doing a Thing)

Imagine how much more field service work you could sell if your clients could sign up for the service themselves.

The ultimate key to getting your clients to take the actions you want is by making those actions as convenient as humanly possible.

When clients have to wait for your office to open to add a service, or they have to wait until you call them back, they’re not as likely to add a new service.

By adding the Client Portal to your Service Autopilot account, you’re further breaking down any obstacles that prevent your client from purchasing new services.

If you want to sell more work without doing a thing, then you NEED to add the Client Portal to your Service Autopilot account.


How many hours per week do you spend scheduling?​

By streamlining your everyday tasks, you simultaneously save money AND time. This gives you more time to work on high-value tasks and grow your business.
Avg. Office Pay
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How to Make the Client Portal FREE

Think of how much money you’ll save when… 

  • Just one person pays their bill ON THEIR OWN.
  • Just one person requests a job, when they otherwise wouldn’t have, because you made it so convenient. How many people think of things they need to do in the evenings and forget to call the next morning?

Think about how much you pay your office staff an hour… So if you only save a few hours per month, then the Client Portal is already paid for!

Find out more about Service Autopilot's Client Portal here.

Grow Your Business By Doing Less in Your Field Service Operations

When you add the Client Portal to your Service Autopilot account, you’re able to grow your business by doing less in your field service operations.

It allows you to save money so that you no longer have to pay someone by the hour to complete time-consuming tasks… 

  1. Save office time and expenses by reducing billing calls
  2. Get paid faster
  3. Sell more work by letting clients request services via your website
  4. Give your company the edge by appearing more professional
  5. Stop trading phone calls and chasing payments

Get more done by doing less when you add the Client Portal to your Service Autopilot account today.

Find out more about the Service Autopilot Client Portal here!

Related: The 3 Most Profitable Service Autopilot Automations

Originally published April 6, 2021 9:29 AM

Alyssa Sanders

Alyssa is the Team Lead of Creative Marketing at Xplor Field Services. When she's not writing or creating content, you can find her watching a new sci-fi series or shoving her nose into a book.

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