What Clients See
Client portal features overview
When clients log into the provvio portal, they get a clean, on-brand view of their service activity.
Dashboard
The portal dashboard shows:
- Recent visits across all their sites
- Upcoming jobs - scheduled services
- Quick stats - visits this month, sites serviced, compliance rate
Visit Detail
For each visit, clients can see:
- Date, time, and duration
- Who performed the visit
- GPS check-in/check-out verification
- Completed checklist items with notes
- Captured visit proof - before / during / after photos and any item-level photos
- A Download PDF button for the proof-of-service 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 (those are staff-only by design)
Tips
- Walk new clients through the portal once - five minutes saves dozens of future questions
- Point out the Download PDF button so they know they can self-serve reports
- The portal updates in real time, so clients can see visits as they happen
Still need help? Contact [email protected]