Give a facilities manager one place to see everything you do for them: every site, every open job, every completed visit with its report, and every piece of equipment under contract. They stop emailing you for status, and you stop assembling the same summary by hand every month.
The live Taskade Genesis app on this page shows a working customer portal. Look at how sites, jobs, and reports present to an external viewer, then use it and you own a running copy in about ten seconds. That is the try-then-clone advantage: the finished portal before you commit.
That app is the Maintenance Tracker Dashboard, a live Taskade Genesis app you can click through and clone in about ten seconds. It is not a multi-site customer portal out of the box, so treat it as the starting point: clone it, then carry its site and visit records across and describe the rest of this build to Taskade Genesis.
The build is a real account portal. The customer sees their sites, the equipment at each one, jobs in progress with status and scheduled dates, completed visits with reports and photos, agreement coverage and visits remaining, and their open quotes. They can request service directly, which lands in your intake with the site and equipment already identified. What they see is scoped to their account, and roles inside a large customer can differ, so a regional manager sees several sites while a site contact sees only theirs. Custom domains and customer sign-in are available on Business plans and above, with the details in custom domains and app users.
Present the account in whichever layout suits:
- List view for the account summary a facilities manager reads first
- Table view for every site with open jobs, last visit, and coverage
- Board view for work in progress across all their locations
- Calendar view for upcoming scheduled visits at every site
- Plus Mind Map, Gantt, and Org Chart across the 7 project views
Automations keep the portal current without a monthly report exercise. With Taskade automations, completing a job publishes its report to the portal, a service request from the portal creates the inquiry, and a monthly summary is generated and sent to the account contact. Across 100+ bidirectional integrations, portal requests pull work in while email pushes summaries out. See the forms trigger and how to build a customer portal.
The AI agents here carry 34 built-in tools including persistent memory, web search, file analysis, custom slash commands, and multi-agent collaboration. The Account agent writes the monthly summary from the actual work delivered, naming what was prevented as well as what was fixed, which is the argument that renews a large contract.
Use the app, invite your account managers, and the portal, the reports, and the account history are yours.
Explore live portals in the Community Gallery, start a build at Taskade Genesis, or read how to build a customer portal. Equipment comes from the site equipment history map, and coverage comes from service agreement renewals.
A portal changes the renewal conversation with large accounts more than any presentation does. Facilities managers are usually asked to justify contracts they cannot see the value of, and handing them a live view of every visit, every report, and every problem caught early gives them the evidence to defend the spend internally. It also removes a real cost from your side. The monthly status email, the request for last quarter reports, and the call asking whether anyone attended site four all disappear, because the answer is already available to the person asking.
Frequently Asked Questions
Can customers only see their own data?
Yes. Access is scoped per account, and roles inside a large customer can be scoped further, so a site contact sees their location while a regional manager sees the whole region. Nothing about your other customers is reachable.
Do they need a login?
For a portal with real account data, yes. Customer sign-in and your own domain are available on Business plans and above, which is also what makes the portal feel like part of your brand rather than a shared link.
Can they request service through it?
Yes, and this is where most of the operational value sits. A request arrives with the site and equipment already identified, which removes the back-and-forth of working out which unit at which building.
Will it show them pricing?
Only what you choose to expose. Many operators show quotes and invoices, some show only work status. Coverage and visits remaining are usually worth showing because they reduce disputes.
Does it replace the monthly account review?
It makes the review shorter and better, because the data is already in front of both parties. The generated summary becomes the agenda rather than the exercise.
How much work is it to keep updated?
None beyond doing the jobs. Reports publish as work completes, so the portal reflects reality without anyone maintaining it separately.
Can several of our staff manage the account?
Yes. Internal permissions are separate from customer access, so account managers, dispatchers, and technicians see the internal detail while the customer sees their scoped view.
Will customers actually log in?
The ones with several sites will, because the alternative is emailing you and waiting. Single-site residential customers mostly will not, which is why the summary email still matters. Build the portal for the accounts where it saves the customer real effort.
