Tip: You can use filters for better results
What is the Customer Portal?
This application is devised for end users that have a ticket request via the Fieldcode system.
Fieldcode gives end users the easy option to track tickets and the ticket progress. Inside the Customer Portal end users can also book and change appointments (if configured that way) and administrators can also customize the whole Customer Portal experience for Field Service ticket requestors/end users.
The Customer Portal delights administrators and end users in different ways:
- Administrators have the flexibility to configure and customize the Customer Portal experience to business needs
- End users have the option to easily track the ticket progress, and if enabled, book and change appointments
End users can track open tickets via the browser. Live tracking of a ticket allows ticket requestors to understand which status a ticket currently is and where the engineer/technician is currently located. This helps ticket requestors to be aware of the upcoming service delivery window. Depending on the business configuration end users will be also able to book and change appointments on their own. However, the Customer Portal can be also just used to only allow tracking the ticket progress without the allowance to change appointments.
The functionality has to be set up first via Automated Actions inside Admin panel, otherwise, end users will not receive the tracking link to the Customer Portal.
Customer Portal Calendar Explained
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This row displays the date that has been entered in the system before any changes were made.
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Dates marked in gray are not available for booking. This can be due to Custom Customer Portal configurations or these days are bank holidays or weekends.
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Dates marked with a yellow triangle indicate limited engineer availability. Your ticket could might get moved by dispatchers to another spot if you select this date.
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Dates marked with green triangles indicate the earliest and latest part availability dates. If a ticket needs special replacement parts in order to be resolved, the date should ideally be selected between the earliest and latest part availability date.
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Your new date (and checked) selection is displayed with a border around the date.
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This row displays bookable time slots.
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You need to check this checkbox for confirming your appointment booking.
Calendar Legend
The following table explains what the different indicators displayed in the Customer Portal indicate:
| Icon | Description |
|---|---|
 | Current Appointment |
 | Earliest Service Delivery commitment date |
 | Latest Service Delivery commitment date |
 | Status Before the Availability has been checked by the system |
 | Checked, Available |
 | Selected - Checked, Available |
 | Checked, Unavailable - Reason: Weekends, Bank Holidays, SLA Profile |
 | Checked, Unavailable - Reason: Result of the check |
 | Selected - Unavailable After Checking |
 | Checking Availability Automatically |
 | Selected - Currently Checking |
 | No Engineers Available (with matching skills) or Parts Not Available |
 | Selected - No Engineers Available (with matching skills) or Parts Not Available |
 | Part Availability Begin |
 | Part Availability Ending |
Customer Portal Statuses
| Status | Explanation |
|---|---|
| Ticket Received | The ticket arrived inside Work place. |
| Ticket Scheduling | The ticket has been scheduled by the dispatcher. |
| Ticket Dispatched | The ticket arrived on the engineer's device. |
| On Route to You | The engineer is currently driving to the customer location. |
| Arrived Onsite | The engineer arrived onsite and starts solving the the ticket. |
| Visit Completed | The engineer visit has been completed by the engineer. |
| Closed | The ticket has been closed. |