Scattered customer communication
Requests, appointment updates and reports are spread across email, phone calls and chat.
Ordinavo Customer Portal
Secure customer access for field operations
Give customers and partners a controlled portal to view requests, appointments, shared visit reports, attachments, follow-ups and operational status while your Ordinavo team stays in control of review, planning and execution.
Customers need visibility without exposing your internal operations
Many service, maintenance and field teams still handle customer requests, appointment updates and visit documentation through email, phone calls, PDFs or scattered messages.
No shared status view
Customers do not know whether a request is submitted, reviewed, planned or completed.
Manual report sharing
Visit reports and attachments are often sent manually after internal approval.
Too much internal exposure risk
Customers need visibility, but not access to internal notes, routing logic, billing details or integrations.
Portal workflow
A controlled portal between customers and your field operations
The Ordinavo Customer Portal gives external contacts a secure, limited view into the operational workflow without entering the internal Ordinavo app.
Access control
Secure access with invitations and grants
Customer portal users are invited explicitly and receive access only to the customer and location context that has been granted to them.
No internal sidebar
No API key access
No webhook settings
No billing internals
No mapping warnings
No smart-routing internals
Secure invitations
Invite customer contacts through a controlled portal invitation flow.
Separate portal login
Portal users authenticate through a separate customer portal session, not the internal Ordinavo app.
Customer and location grants
Limit portal access to a full customer context or selected locations.
Reduced external view
Portal users see shared operational information, not internal administration.
Requests
Let customers submit requests without losing internal control
Customers can submit service, maintenance, appointment or support requests from the portal. Ordinavo keeps these requests in review until your internal team accepts, rejects or converts them into operational targets.
Submitted
In review
Accepted
Planned
Rejected
Cancelled
Request forms
Customers can describe what they need and select an accessible location.
Preferred time windows
Customers can provide preferred dates or time windows as input for dispatch.
Internal review
Managers review incoming requests before they become Ordinavo targets.
Convert to target
Accepted requests can become planned internal work with customer, location and contact context attached.
Appointments and open work
Share appointment visibility without exposing internal planning details
Portal users can see upcoming appointments and reduced open-work status for their allowed customer or location context. They do not see routing scores, billing details or dispatch notes.
Upcoming appointments
Show planned work with date, time, status and location.
Open work overview
Give customers a reduced view of active operational items.
Location-based access
Restrict appointment visibility to locations a portal user is allowed to see.
Public status language
Translate internal statuses into customer-friendly labels.
Reports and attachments
Share approved reports and selected attachments
Approved visit reports can be released to the portal when they are ready for customer visibility. Attachments are shared separately, so teams decide exactly which files a customer can download.
Controlled by release
Approved does not automatically mean portal-visible. Attachments are not automatically shared.
Controlled report publishing
Only approved reports can be released to the portal.
Customer-ready summaries
Use portal-specific titles, summaries and messages instead of exposing internal notes.
Selective attachments
Share only the files that are intended for the customer.
Secure downloads
Attachments are downloaded through controlled portal endpoints, not public file links.
Timeline and follow-ups
A shared history customers can understand
The portal timeline shows a reduced, customer-safe history of requests, appointments, shared visit reports and follow-ups. It helps customers understand what happened and what comes next.
Request submitted
Appointment scheduled
Visit completed
Report shared
Follow-up required
Follow-up planned
Request progress
Customers can follow submitted requests from review to planned work.
Shared timeline
Show customer-safe milestones without exposing internal operations.
Follow-up status
Make follow-up requirements and planned follow-up work visible.
No internal system noise
Webhook deliveries, billing triggers, mapping warnings and routing internals stay internal.
Trust and visibility
Built for controlled customer visibility
The Customer Portal is designed around explicit access, limited data exposure and role-based visibility.
Portal users can see
shared appointments their own requests published visit reports explicitly shared attachments customer-safe timeline entries follow-up statusPortal users do not see
internal notes billing triggers webhook delivery logs Connect mapping warnings API keys smart-routing scores audit logs internal employee performanceBuilt for customer-facing operations
Service companies
Give customers a secure place to submit service requests and track shared status.
Maintenance teams
Share planned appointments, visit documentation and follow-up status with site contacts.
Facility management
Keep property managers and location contacts informed without exposing internal planning.
Branch and retail operations
Coordinate recurring store visits, reports and follow-ups with external location managers.
Partner operations
Let partners submit operational requests and receive status updates through a controlled portal.
Connect customers to your field operations
Show customers what matters: requests, appointments, reports, attachments and follow-ups while your team keeps planning and execution under control.
Customer Portal FAQ
Is the Customer Portal the same as the internal Ordinavo app?
No. The Customer Portal is a separate external access layer without the internal Ordinavo sidebar, admin features or operational views.
Can customers create tasks directly?
Customers can submit requests. These requests are reviewed internally before they become operational Ordinavo targets.
Are visit reports shared automatically?
No. Approved visit reports must be explicitly published to the portal. Attachments also require separate release.
Can portal users see all customer data?
No. Access is controlled through customer and location grants. Portal users only see information made available to them.
Can portal users download attachments?
Only if attachment access is enabled and the specific attachment has been released for portal visibility.
Does the portal expose billing or integration data?
No. Billing triggers, webhook delivery logs, API keys, mapping warnings and internal integration details remain internal.