FX Customer Self-Service Overview

Basics

The FX Customer Self-Service module is a customer portal solution that empowers your customers with secure access to job and ticket data in FieldFX.

Assign your customers a secure account and allow them to review and approve tickets, add comments, monitor job progress, and more.
You decide what your customers can see using configurable security management provided by FieldFX.
Industrial service providers can give different portal users access based on customer facility, unit, and equipment.

The FX Customer Self-Service module keeps your private company information secure, while improving customer satisfaction and strengthening your partnerships.
Customers are kept up-to-date and fewer interruptions mean everyone is more productive.
You are sure to become their preferred vendor!

Provide an engaging customer experience by keeping customers involved throughout the job completion cycle.
Field employees, operations personnel, and customer representatives can all collaborate in the same online workspace.
Customers can review job documents online and sign them digitally to approve work completed.
Customers access data over a secure connection in a workspace built on the industry-leading Salesforce platform.
Users can access the portal on any device that has internet access.
Customize the portal to reflect your brand and provide a seamless extension of your corporate identity.