Commercial Client Portal
Give each commercial contact the access their role and permitted sites require.
Try TidyOps freeThe Reality
Commercial clients need service visibility and self-service, but a site contact should not automatically receive account-wide billing or contract access.
The TidyOps Workflow
Invited contacts sign in to the commercial portal and see only permitted sites and supported actions. Depending on role, they can review visits, request work or supplies, view quality records, documents, invoices, and proof-of-service content.
In Practice
Site-scoped access
Show contacts the locations and workflows their commercial permissions allow.
Service requests
Let authorized contacts request supported work and supplies without sending unstructured email.
Service records
Give permitted contacts access to available visits, quality, documents, invoices, and proof records.
Concrete Capabilities
- Role-aware navigationContact permissions determine which portal areas and actions are available.
- Protected account dataPortal routes enforce commercial account and site boundaries rather than sharing a generic public link.
- Operational transparencyKeep request status and available service evidence in one client-facing account area.
Frequently Asked
Does every commercial contact see every site?
No. Commercial contacts see only the permitted account or sites and the actions allowed by their role.
Can a portal contact manage contract pricing?
The portal provides supported service and account workflows; it does not claim that every contact can publish or change contract pricing.