Customer portal

A portal so customers can see their operation without emailing you.

BoRo builds portals for field service, maintenance, and installation companies where enterprise customers can check work orders, assets, reports, SLA, documents, and invoices when relevant.

Where this sits

BoRo Studio is an operational architecture studio, and its current focus is Solar + BESS project delivery. This page covers an adjacent operational capability we understand and can implement. The problem is rarely that software is missing: it is how states move between functions, how decisions propagate, how work changes hands and which system owns which fact. What follows is a lifecycle, not a feature list.

Discuss an operational constraint
Operating lifecycle
Customer
Asset
Work order
Status
Report
Quote
Approval
Document
Invoice

Visibility without losing control

The portal shows what makes sense by customer, contract, role, or asset. It is not an internal dashboard exposed without judgment.

  • Work order and visit status
  • History by asset or installation
  • Reports, evidence, and documents
  • SLA, quotes, and approvals

Connected to the operation

Value appears when the portal talks to work orders, maintenance, ERP, billing, and reporting.

  • Permissions by account or company
  • Report and document downloads
  • Quote approvals
  • Invoice visibility when relevant

When it makes sense

  • Customers ask for status by email or phone.
  • There are contracts and assets with history.
  • Quotes or budgets need approval.
  • Sales teams answer repetitive operational questions.
FAQ
What can a customer see?

Only what the company decides to expose: work orders, status, reports, assets, documents, SLA, quotes, or invoices when relevant.

Does it have user permissions?

Yes. Permissions can be defined by company, account, role, contract, or information type.

Does it replace the ERP portal?

Not necessarily. It can complement the ERP with an operational field service experience.

Discuss an operational constraint