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M Portal · for service clientsDemo · developed with our first service companies

Your clients report, track and confirm — without calling.

Portal is what a service company's clients see: fault reports with photos, the visit time and technician, a work order with evidence and confirmation of finished work. It is connected to Flow, so your team and your clients work from the same data.

✓Requests with photos✓Status and time slot without calls✓Work order confirmation

Try the full flow

You start as the client. Submit a request, then switch to the dispatcher and technician to see the other side. Everything stays in your browser only.

Demo · sample data · everything stays in your browser

Latest action: The demo is ready. Pick a role or follow “Try the full flow”.

Service portal · Hotel Panorama

Report a fault, track the visit and confirm the completed work — without calls and messages.

Awaiting your confirmation1

INT-1039

Awaiting client confirmation

Lobby filter replacement

Work order RN-1039-1

Replaced filters on both units, cleaned the indoor units and checked the outlet air temperature.

Time
08:05–09:35 · 1.5 h
Materials used
Indoor unit filter · 2 pc
◫
Before
◫
After

If you don't confirm, an email reminder is sent in 1 day.

Your requests2

INT-1042

Scheduled

Room 204 AC not cooling

A guest reports the AC runs but blows warm air. The display shows error E5.

  1. Received
  2. Scheduled
  3. In progress
  4. Work order
  5. Confirmed

Time slot: Today 10–12 · Technician: Nikola Petrović

◫
Display showing error E5
History
  1. Today 07:55 · M Flow — Email to client: time slot and technician
  2. Today 07:55 · Milan Đorđević — Scheduled: Nikola Petrović, 10–12
  3. Today 07:40 · M Flow — Email to client: receipt confirmation
  4. Today 07:40 · Ana Jović — Request received through the portal

INT-1039

Awaiting client confirmation

Lobby filter replacement

Replace filters and clean two units in the hotel lobby.

  1. Received
  2. Scheduled
  3. In progress
  4. Work order
  5. Confirmed

Time slot: Today 08–10 · Technician: Marko Ilić

History
  1. 2 days ago 11:15 · M Flow — Email to client: work order ready for confirmation

What one intervention looks like

  1. 1

    Request

    The client submits a request with photos through the portal or a public form.

  2. 2

    Assessment

    The dispatcher confirms priority, deadline and how it will be resolved.

  3. 3

    Schedule

    Crew and time slot; the client gets an email right away.

  4. 4

    Field work

    The technician fills in the work order with before and after photos.

  5. 5

    Approval

    The supervisor approves the work order or returns it for correction.

  6. 6

    Confirmation and invoice

    The client confirms the work order and the invoice goes to SEF.

What Portal gives your clients

A request in a minute

Fault type, location, description, urgency estimate and photos from a phone.

Status without calls

Received, scheduled, in progress, work order, confirmed — always visible.

Time slot and technician

Clients see when and who is coming, and get an email on every change.

Work order with evidence

What was done, materials used and before/after photos.

Confirmation or complaint

Clients confirm the approved work order or report a complaint, with a reminder after 3 days.

Requests without an account

If the company enables a public form, outside users can also report and track status through a link.

Configured for your service company

  • ✓Request types and form fields
  • ✓Who at the client's company has access
  • ✓Public requests and tracking by link
  • ✓Portal styled in your company's colors
  • ✓Email notifications to clients

From work order to invoice

Once the client confirms the work order, hours and materials become invoice lines. The invoice goes to SEF through M Docs, which already runs in production.

See M Docs →

Next step

Want clients to stop calling for updates?

Show us how you receive requests today. We'll propose how the portal would look for your clients.

Book a demo