What Clients See

When your clients log into the provvio portal, they get a clean, simple view of their service activity. Here's what they can access.

Dashboard

The portal dashboard shows:

• Recent visits: The latest visits across all their sites
• Upcoming jobs: Scheduled upcoming services
• Quick stats: Total visits this month, sites serviced, etc.

Visit Reports

Clients can view detailed visit reports including:

• Date, time, and duration of each visit
• Who performed the visit
• GPS check-in/out verification
• Completed checklist items
• Notes and photos from the visit
• Download the PDF report

Site Overview

For each of their sites, clients can see:

• Visit history
• Assigned checklists
• Upcoming scheduled jobs

What Clients Can't See

The portal is read-only. Clients cannot:

• Modify any data
• See your other clients
• Access your team information
• View billing or pricing
• See internal notes (unless you choose to include them in reports)

Tips

• Walk your clients through the portal the first time: a quick 5-minute demo goes a long way
• Point out the "Download PDF" feature so they know they can get reports themselves
• The portal updates in real-time, so clients can see visits as they happen