Customer Portal

A customer portal for job requests, quotes, files and updates

SharpFleet is a connected operations platform for businesses that manage fleet, jobs, quotes, field work, deliveries, equipment, and compliance records.

It helps global teams track trips, bookings, deliveries, receipts, equipment usage, and optional admin-controlled phone GPS where enabled.

This page explains how the SharpFleet customer portal lets customers submit job requests, review quotes, see updates and access files while staying scoped to their own records.

Customers often want visibility without needing to email, call or chase status updates. SharpFleet Customer Portal gives them a controlled place to submit job requests, review quotes, see schedules, check progress and access relevant files.

The portal is customer-scoped, so customers see their own jobs and quotes without seeing internal notes, costing, fleet records or other customers.

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Let customers submit useful requests

A good job request captures enough detail for the team to act. Customers can choose a site, describe the work, set urgency and upload supporting photos or documents.

  • Customer-submitted job requests
  • Customer quote requests
  • Photos and document uploads
  • Site and customer context
  • AI-assisted request drafting where enabled

Quote review and approvals

Customers can review quotes through the portal, accept an approved version, request changes, or provide a purchase order number where required.

The business retains control over quote preparation and final billing decisions.

Visibility without oversharing

Customer portal users should not see everything the business knows. SharpFleet separates customer-facing information from internal costing, accounting controls, private notes and other customer records.

Questions businesses ask

Can customers see internal costing?

No. Customer portal users see customer-facing job, quote, schedule, message and file information scoped to their account. Internal costing and private admin records stay internal.

Can customers upload photos?

Yes. Customer portal workflows can support photos and documents so requests and job records have supporting evidence.

Related Jobs pages

Fleet and Jobs can work together or separately

SharpFleet Jobs can be used by teams that only need job management, quotes and customer portal workflows. It can also connect naturally with Fleet when vehicles, travel, technicians, deliveries or equipment are part of the work.

Start with Fleet, Jobs, or both. The important part is keeping the operational record clear enough that the team can quote, schedule, complete, bill and report without stitching together disconnected systems.

SharpFleet Admin