Customer Portal

This module gives access to your customers to use Field Promax. Customers have very limited access to your Field Promax and can perform/view only:

  • View only those work orders that belong to their company

  • May create work orders (but unable to schedule the work)

  • View only open work orders

  • Unable to view prices

  1. To activate this module contact us at

  2. Perform the required setup. From the left panel, go to Settings=> Company=>External User Settings.

  3. External User Settings

  4. To give access to your customers, from the left panel go to Settings->Manage Users, Create User. From the Security Level drop down list, select ‘External User’ and create the user. The user will get an email with their login information. External users will be considered users in the system and will count towards the number of your users.

  5. Manage Users