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›CVCAPABILITY · BUSINESS

The client sees the operation,
not a report about it.

A scoped, read-only view of the same record — the client's own sites, in real time, in the same structure you use internally. No reconciled PDFs, no exposure beyond their scope.

›CV.00WHY IT MATTERS

Client reporting is usually a second job: extract, reconcile, format, send. The numbers are already stale when they land, and the client cannot independently verify them — which is exactly when confidence in a contract starts to erode.

FieldOps gives the client the same record you run on, scoped to their sites — so the report is the operation, not a description of it.

›01 / CLIENT PORTAL

Scoped, read-only, real-time.

A read-only command view for the client — the same record, the client's sites only. Incidents, patrol completion and evidence, in real time, in the structure you use internally.

  • Scoped per client, per site, per contract
  • Client incident view, patrol completion, evidence
  • Read-only; no access to the wider operation
CLIENT PORTAL · ACME RETAIL
SITES
7
COVERAGE
98.4%
OPEN INCIDENTS
2
SLA
ON
REPORTS / WK
124
EVIDENCE
1.2k
›02SCHEDULED REPORTS & CONTROLS

Scheduled reports — daily, weekly or monthly — cover guard reports, patrols, tasks, attendance, visits and unreturned keys or cards, with tag filters and a hide-from-client option, as PDF or XLSX. Notification controls limit, warn or replace client notifications and can suppress attachments.

  • Daily / weekly / monthly scheduled reports (PDF / XLSX)
  • Tag filter; hide-from-client on sensitive items
  • Notification controls: limit, warn, replace, suppress attachments
  • Contacts: shared / client-read-only / agency-only
›CV.03WHERE IT FITS
Incident reportingThe incidents and evidence the client sees, captured at source. Billing & profitabilityWhat stays internal — the client never sees cost or margin. Data, residency & GDPRWhere client data lives and under whose rules.
›CV.FAQCLIENT VISIBILITY — COMMON QUESTIONS

What buyers ask about
client visibility.

What does the client portal show?
A scoped, read-only view of the same record — the client's own sites only. They see incidents, patrol completion and evidence for their sites, in the same structure you use internally, without access to the rest of the operation.
Can FieldOps send clients scheduled reports?
Yes. Daily, weekly or monthly reports covering guard reports, patrols, tasks, attendance, visits and unreturned keys or cards, with tag filters, a hide-from-client option, and PDF or XLSX output.
Can we control what the client is notified about?
Yes. Notification controls can limit, warn on or replace client notifications, and suppress attachments — so a client gets the visibility agreed in the contract, not a firehose.
Does the client see our costs or other clients?
No. Visibility is scoped per client, per site, per contract. Cost, margin and other clients' data are never exposed; contacts can be marked shared, client-read-only or agency-only.
NEXT STEP

Give the client proof,
not a formatted promise.

Twenty minutes is enough to see how scoped visibility and scheduled reports fit your contracts.

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