One secure place for clients to work with you
Customer & Client Portals.
Give customers a dedicated portal to see progress, send requests, review documents and find key information without contacting staff for every update.
For organizations with repeat customers, projects or confidential documents.
Custom fixed-fee proposals follow technical discovery. No third-party API capability is guaranteed before verification.
The business challenge
Where the friction starts.
Customers repeatedly request status updates and documents that already exist inside separate systems.
The FMG approach
Build the missing layer.
A permission-controlled portal pulls appropriate account data and exposes only the actions each customer should see.
What your software could include
Purpose-built modules.
These are candidate modules for discovery, not a statement that every module is included at one price. We agree on business rules, data sources and permissions before implementation.
Order, job or project timelines
Secure documents and requests
Notifications, support and activity log
How it might work
One connected workflow.
A customer signs in, checks the current project or job status, downloads an authorized document and submits a request that is routed to the right team.
Illustrative process only. Data freshness, provider capabilities and authorization are verified during discovery.
Business outcomes we're designing for
- More useful self-service
- Fewer repetitive status inquiries
- Better customer continuity
Potential integration ecosystem
Connect the tools you already use.
Salesforce
CRM
Validate org edition, API entitlements and required object scopes
Provider docsService Fusion
Field service
Customer, job, technician, estimate and other documented resources
Provider docsGoogle Calendar
Scheduling
Free/busy and events depend on OAuth scopes
Provider docsStripe
Payments
Use hosted checkout or approved payment flows
Provider docsNo platform partnership or completed integration is implied. Some functions may only be possible with an eligible plan, approved OAuth scopes, a partner program or a read-only connector.
Source ownership
A repository you can keep building.
We scope a private, client-controlled GitHub repository with modular frontend components, tested API adapters, environment templates, documentation and a deployment pipeline.
Design, code and handoff rights are explicitly defined in the agreement. FMG does not claim ownership of third-party SaaS APIs, hosted checkouts, accounting records or software licenses.
Security, backups, access controls, incident response, data retention and maintenance responsibilities are documented for the real production system.
Answers before you commit
Common questions.
Does client ownership mean customer data is public?
No. The codebase may be client-owned and private. Production data remains protected by authentication, authorization, encryption, audit logging and documented retention rules.
Who owns this software after launch?
Ownership of custom code, documentation and related deliverables is defined in the project agreement. FMG typically plans for a client-controlled private GitHub repository and client-owned deployment accounts. Licensed platforms and third-party APIs remain governed by their vendors.
Related software solutions.
FMG Software in a Box
Build it around your business.
Bring your current systems, pain points and goals. We'll map a realistic project scope and the parts your team can own.
Start your software project