Pro by Budgetocity™ Portal

Pro Portal by Budgetocity is a field service management app built for service businesses. Designed for owners, managers, and field agents, Pro Portal keeps your team connected and your operations running smoothly. SCHEDULE & WORK ORDERS View your daily and weekly schedule at a glance. Access work order details including customer information, location, and job notes. Complete work orders and track progress in real time. CUSTOMER MANAGEMENT Search and view customer profiles with contact details, service history, subscriptions, and payment information. Field agents see their assigned customers for focused service delivery. DASHBOARD Get an instant overview of your business with key metrics including total customers, active subscriptions, pending invoices, and unassigned accounts. Field agents see personalized stats for their assigned work. REAL-TIME NOTIFICATIONS Receive push notifications for work order updates, schedule changes, and important alerts. Never miss a critical update with in-app and push notification support. SECURE AUTHENTICATION Sign in with email verification codes, passkeys (Face ID / Touch ID), or Microsoft Entra single sign-on. Your data is protected with industry-standard encryption and biometric authentication. Pro Portal is available exclusively to authorized users of the Pro by Budgetocity platform.