Everything customers need. All in one place.
Portal 01 connects directly into your current CRM and gives your customers one simple place to see upcoming service, understand their plan, check billing, request help, and get answers... All without calling the office.
- Next service
- Upcoming service information at a glance
- Re-service
- An easier way for customers to request help
- Questions
- Quick answers to common customer questions
The gap
Home Services. Smarter.
Give your customers the ability to download an easy to use app, to stay up to date on the things that matter most.
Built for customers
Keep customers informed about their account — without another phone call.
Built for businesses
Spend less time answering routine questions, reduce support costs, and help more invoices get paid.
Built to retain
Create a better customer experience with fewer problems and stronger retention.
Interactive demo
See Portal 01 from your customer's side.
Everything they need to manage their service, right from their phone. This is a working preview — tap through it.
- Check their next visit
- Request service without calling
- Get answers instantly
Welcome back,
Bruce
Current balance: $0.00
Your plan
Quarterly Service No Initial Monthly
Status: Active
Billing: $49.00 Monthly
Service Frequency: Every 90 Days
Started: Tue, Aug 4, 2026
Next planned service
Wednesday, August 12, 2026
Service: Quarterly Service No Initial Monthly
Arrival window: To be scheduled
We'll show your confirmed arrival window once your visit is scheduled.
Account info
This is the contact information currently connected to your Gotham Pest Control account. Service reminders and notifications may be sent to these phone numbers or email addresses.
Service address
1007 Mountain Drive
Gotham, NJ 07001
Phone numbers on file
(555) 123-4567
Email addresses on file
brucewayne@example.com
Need to update something? Please contact the Gotham Pest Control office.
No completed visits yet
Your service history will appear here after your first completed visit.
For customers
Every question they used to call about, answered on their own.
“When is my next service?”
The next planned or scheduled visit sits at the top of the portal — with the arrival window and technician as soon as the appointment is set. It is the question your office answers most, and the one customers stop asking first.
What time is the technician coming?
Arrival window and technician details once the appointment is set.
How much am I paying?
Billing amount and billing frequency, clearly displayed.
How often do you service my home?
Service frequency and plan information in an easy to see format.
What card do you have on file?
Last four digits and expiration only — no sensitive card details.
I still have pests. What do I do?
Request additional service without calling the office.
Does my plan cover this pest?
Get quick answers about coverage and common service questions.
Is the treatment safe for kids or pets?
Find answers to common treatment and safety questions by asking your fully trained AI Rep.
Who is coming to my house?
Technician information shown ahead of the appointment.
For companies
Less administrative work, without replacing anything.
Portal 01 works alongside the software your team already uses and gives customers a simpler way to handle common service needs.
Fewer repetitive calls
Give customers easy access to service, billing, plan, and appointment information without calling the office.
Re-service requests
Give customers a simple, consistent way to request additional service without calling your office.
A consistent customer experience
Help customers get a more consistent experience across common service requests and questions. The easier it is to work with you, the more they'll want to stay.
Less manual work
Reduce the repetitive administrative work that comes with common customer requests.
Organized customer requests
Keep customer requests easier for your team to follow and manage.
Better visibility
Keeping your customers informed on balances, service schedule, billing schedule, price, and even their own contact/billing information means less confusion or hassle trying to keep them up to date.
What changes
Book a demo
See it the way your customers will.
We'll show you the customer experience, how Portal 01 can fit alongside your current software, and what it could look like for your business.
- Built for pest control and home service companies
- Works alongside FieldRoutes — no replacement required
- Typically a 30 minute walkthrough
Book your Portal 01 walkthrough
Choose a time that works for you. We'll walk through the customer experience and answer your questions.
Book a demo