Ordinavo Customer Portal

Kunden brauchen Transparenz, ohne interne Ablaeufe offenzulegen

Many service, maintenance and field teams still handle customer requests, appointment updates and visit documentation through email, phone calls, PDFs or scattered messages.

Scattered customer communication

Requests, appointment updates and reports are spread across email, phone calls and chat.

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

Ein kontrolliertes Portal zwischen Kunden und Field Operations

The Ordinavo Customer Portal gives external contacts a secure, limited view into the operational workflow without entering the internal Ordinavo app.

1 Portal invitation

2 Secure login

3 Request submitted

4 Internal review

5 Target created

6 Appointment scheduled

7 Visit report shared

8 Follow-up visible

Access control

Sicherer Zugriff mit Einladungen und Freigaben

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.

Anfragen

Kundenanfragen zulassen, ohne interne Kontrolle zu verlieren

Kunden koennen Service-, Wartungs-, Termin- oder Supportanfragen im Portal einreichen. Ordinavo haelt diese Anfragen in Pruefung, bis dein internes Team sie annimmt, ablehnt oder in operative Arbeit ueberfuehrt.

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.

Termine und offene Arbeit

Terminsicht teilen, ohne interne Planungsdetails offenzulegen

Portalnutzer sehen kommende Termine und einen reduzierten Status offener Arbeit fuer ihren freigegebenen Kunden- oder Standortkontext. Routing-Scores, Abrechnung und Dispatch-Notizen bleiben intern.

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.

Berichte und Anhaenge

Freigegebene Berichte und ausgewaehlte Anhaenge teilen

Genehmigte Besuchsberichte koennen im Portal veroeffentlicht werden, wenn sie kundensichtbar sein sollen. Anhaenge werden separat freigegeben, damit Teams genau entscheiden, was Kunden herunterladen koennen.

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 und Follow-ups

Eine gemeinsame Historie, die Kunden verstehen

Die Portal-Timeline zeigt eine reduzierte, kundensichere Historie aus Anfragen, Terminen, freigegebenen Besuchsberichten und Follow-ups.

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

Gebaut fuer kontrollierte Kundentransparenz

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 status

Portal users do not see

internal notes billing triggers webhook delivery logs Connect mapping warnings API keys smart-routing scores audit logs internal employee performance

Ordinavo Trust ansehen

Gebaut fuer kundennahe 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.

Verbinde Kunden mit deinen Field Operations

Show customers what matters: requests, appointments, reports, attachments and follow-ups while your team keeps planning and execution under control.

Kostenlos testen Demo anfragen Customer Operations ansehen Ordinavo Connect ansehen

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.