Customer portal

Give your customers their own portal. On your brand.

Customers report cases with a photo, follow status live, approve work above an agreed value limit and see documents, planned work and invoices. All in a portal on your customer brand, wired into your Fogito helpdesk, or fully standalone with the portal’s own built-in helpdesk.

Case reported
Ticket
Work
Quote
Approval
Invoice
Samlet i Fogito
Why a customer portal

Your customers expect to be able to follow along.

A portal makes the service relationship transparent: customers report, follow and approve themselves, and your office is freed from the status calls. At the same time, you become the supplier that looks like a platform when the contract comes up for renewal. And it applies in any industry: facility management, service, IT support or something else entirely. If you have customers you service or support, they can have a portal.

Customers call for a status
Every update means a call or an email the office has to answer.
Customers have no overview
Open cases, planned work and spend are scattered across email threads and spreadsheets.
Extra work with no clear approval
Vague agreements on extra work turn into arguments when the invoice arrives.
Chain customers want every location
Head office expects one picture across branches, regions and owners.
Documentation has to be chased
Service reports, certificates and before/after photos keep getting requested.
You look like a phone number, not a platform
Professional buyers pick suppliers that can show structure and transparency.
Product view

Watch the portal work: from urgent case to approved quote.

The demo runs by itself, on the customer’s own brand: an employee reports urgent water damage, the rules set a response time with no approval, and a quote above the value limit is approved by head office, right inside the case.

The portal

Everything the customer needs. None of what they shouldn’t see.

Report a case in 30 seconds

Category, description, photo and location. QR codes per location or room send people straight to the form, with no login at all.

Live status and history

Customers follow the case from received to resolved with a timeline, messages and photos, without calling you.

A traffic light for head office

Every branch as a card: green is fine, yellow needs attention, red needs action now. With the most urgent on top.

Documents, plans and invoices

Service reports, certificates, planned work and invoices gathered per branch and per customer.

Control without the hassle

Approvals and access the way large customers demand.

Rules per branch

You decide what can be reported, and what happens next.

Every customer and every branch can have its own rule set: which case types can be raised, and what happens when they are. An urgent case starts immediately with an agreed response time, with no approval at all. Other cases only require approval when the solution costs money and arrives as a quote. You set the limits together with the customer, with a minimum and a maximum: everything below just runs, everything above needs approval first.

Rule set
Hillerød store
Urgent · starts immediately · response within 4 hours
Below 1.500 kr. · always runs without approval
1.500 to 7.500 kr. · within the service agreement
Above 7.500 kr. · quote must be approved first
Rules can be set per customer, per branch and per case type.
Approve by value

The customer sets the limit. You get room to work.

Above the limit you send a quote, which the customer approves, rejects or asks to revise, right inside the case. Every version is kept as history, and work above the limit can only be invoiced once the approval is in place. Urgent work is never blocked by an approval: emergency work starts, is logged and settled under the agreement.

Approval
Quote T-2081 · Door closer replacement
Labour · 4 hours3.400 kr.
Materials · door closer7.900 kr.
Travel and setup1.100 kr.
Total excl. VAT12.400 kr.
ApproveRequest a revision
Above the customer’s limit of 7.500 kr. · can only be invoiced after approval
Branches and chains

Each branch sees only its own

Branches are isolated from day one: a store sees only its own cases, documents and spend, and one franchisee can never see another’s. Head office sees the whole portfolio, and owner groups can have their own overview, their own value limit and their own invoice recipient.

Access
Who sees what
Hillerød store · own cases only
Franchisee · own 3 branches
Head office · the full portfolio
You · all customers, kept separate
Isolation is enforced on the server, not in the browser.
White-label

The customer’s brand outside. Your platform inside.

The portal feels like the customer’s own. A discreet line crediting you, your service catalogue behind it, and full isolation between customers.

The customer’s logo and colours

Each portal is set up with the customer’s logo, colours and title, from one shared template you control.

Own domain

Each customer portal gets a subdomain address from the start and can be upgraded to the customer’s own domain.

No licences for portal users

The customer’s people log in with a magic link or password. They don’t count as Fogito users.

One template, all customers

Improvements to your portal setup roll out to every customer portal at once, with no manual work per customer.

Customer management

Your customer register. The customer’s own setup.

The portal is also where you manage your customers: create them, invite their administrators, and let them build the rest themselves with branches and users. Centralised or delegated, you choose per customer.

Create customers and invite

You create the customer and invite their administrator. The customer handles the rest: branches, users and roles.

Centralised or delegated

Head office can manage every branch centrally, or each branch can create its own users. You choose per customer.

Bulk import for chains

Chains with many locations are imported in one go, with regions, owner groups and invoice recipients in place from the start.

With Fogito or standalone

If you run Fogito, you work in your helpdesk as always. If you don’t, the portal has its own full helpdesk built in. The customer’s portal is the same.

How it fits together

The customer’s way in. Your machine.

The portal is not a system on the side. It is the customer’s window into the operations you already run in Fogito.

1

The customer reports the case

In the portal or via QR at the location, with a photo and where it is.

2

You work in your helpdesk

The case lands as a ticket: in Fogito, or in the portal’s own built-in helpdesk. You assign, carry it out, document and price it.

3

Everything flows back

Status, messages, the quote for approval and the invoice show up in the customer’s case. An open book, from request to payment.

See the helpdesk that powers the portal
More than cases

A relationship surface, not a ticket box.

The portal brings the whole service relationship together: planned work, reporting, satisfaction and finances. That is the kind of transparency that renews contracts.

Service plan and planned work

Recurring jobs with interval and scope are shown to the customer as upcoming visits, including the statutory inspections.

Monthly report for management

An automatic report per customer with cases, spend, response times and approvals, ready for the customer’s management meeting.

Satisfaction after every case

One click from the customer after a resolved case shows how each branch experiences your service.

Budget and spend per branch

The customer sees the year’s spend, and what a quote takes out of the budget, right where the decision is made.

A facility manager and service provider review a folder in a bright atrium building
The customer follows along. You keep the overview.
Trust and security

Built for businesses with customers, employees and responsibility.

Fogito is built for businesses that handle jobs, customer data, employees, time, documentation and invoicing in one platform.

A DPA and an overview of relevant sub-processors can be provided as part of the procurement process.

Read about technology and security
Role-based access
Control who sees what, across office and field.
Granular permissions
Assign rights per module, customer or team.
Activity history
Track changes to jobs, quotes, invoices and documentation.
Structured data handling
Customers, jobs, time and documentation in one data model.
Hosted in the EU with Hetzner
ISO/IEC 27001:2022-certified hosting provider.
FAQ

Questions about the customer portal.

What does the portal cost our customers?

You decide. The portal is your product towards your customers, and many choose to include it in the service agreement. Customers don’t pay Fogito; for you the customer portal is an add-on from 495 kr. per month per portal. See pricing and plans.

Do the customer’s employees need Fogito users?

No. Portal users log in with a magic link or password and don’t count as Fogito users. Reporting via QR needs no login at all.

Can branches and franchises be kept separate?

Yes. A branch sees only its own cases, documents and spend, and the isolation is enforced on the server. Head office sees the whole portfolio, and owner groups can have their own overview and their own invoice recipient.

How does approval of extra work function?

The customer sets a value limit. Work below the limit starts within the agreement, while work above the limit requires approval of a quote in the portal before it can be invoiced. Limits can be set with a minimum and a maximum, and per case type, so small things always just run.

Can we set different rules per branch?

Yes. Per customer, per branch and per case type: which cases can be reported, how fast urgent cases must be responded to, and which amounts trigger approval. Urgent work is never blocked by an approval; it is logged and settled under the agreement.

Can the portal be used without Fogito?

Yes. The portal comes in two editions: wired into your Fogito helpdesk, or standalone with its own full helpdesk built in. The customer’s portal is identical in both, so you can start standalone and connect Fogito later.

Can the portal run on the customer’s own domain?

Yes. Each customer portal gets a subdomain address from the start and can be upgraded to the customer’s own domain.

How does the portal connect with the helpdesk?

Every case in the portal becomes a ticket in your helpdesk, and status, messages, quotes and invoices flow automatically back to the customer’s view.

Can the customer pay invoices in the portal?

Yes. Invoices can be viewed and paid online with MobilePay and payment cards, and the payment is registered automatically with you.

Klar?

See the portal through your customers’ eyes.

Book a demo and see the whole loop: the customer reports a case, you work in Fogito, and status, approval and invoice flow back.