OG Portal
Essential $59/mo · Pro $79/moBranded client portal for ServiceM8. Jobs, assets, visits and contacts — all visible to your clients.
OG Portal bridges the gap between your ServiceM8 account and your clients. Instead of fielding calls and emails for job updates, asset reports or upcoming visit details, give your customers a branded, self-service portal where they can find everything themselves.
Dashboard Overview
Clients see their sites, jobs, assets and upcoming visits at a glance, complete with an interactive map of all their locations.
- Site, job, asset and visit counts
- Interactive map with job pins
- Open quotes and recent jobs
- Upcoming visit schedule
Jobs & Quotes
Full job history with statuses, descriptions, timelines and attachments. Open quotes are surfaced front and centre so nothing slips through the cracks.
- Complete job timeline with status updates
- Site details and job descriptions
- Invoice and payment tracking
- File and photo attachments
Assets & Compliance
Track every asset with test history, pass/fail status and form results. Perfect for fire safety, compliance and maintenance industries.
- Full asset register per site
- Clear pass/fail compliance indicators
- Search and filter by type or status
- Exportable records for audits
Asset Detail & Test History
Drill into any asset for full details including location, photos, and a complete history of every test and form result. Set an expiry period per asset type and we'll flag each one as Due Soon or Overdue automatically once its last test ages past the configured window.
- Asset photos and location map
- Complete test and inspection history
- Form results with pass/fail outcomes
- Expiry periods per asset type with auto Due Soon / Overdue status
- Pressure test due dates and scheduling
Compliance Checks NEW
A home for compliance forms that don't live on individual assets. Tie any ServiceM8 form to a "check" and OG Portal evaluates every site against the latest job that completed it.
- Unlimited check types, tailored to your industry
- Per-site status: Compliant, Failed, Due Soon, Overdue or Not Performed
- Periodic checks with next-due dates and warning windows
- Inspection history linked back to the original ServiceM8 job
Two tiers to suit your needs
Choose the plan that fits your business. Upgrade any time as your needs grow.
OG Portal Essentials
Core client visibility for jobs and sites
$59 AUD / month
- Jobs & quotes
- Sites & locations
- Interactive map
- Branded portal
- Assets & Compliance
- Upcoming visits
OG Portal Professional
The full client experience with assets and visits
$79 AUD / month
- Jobs & quotes
- Sites & locations
- Interactive map
- Branded portal
- Assets & Compliance
- Upcoming visits
- Compliance Checks NEW