Optimize Your Business Operations with Portyl™
Discover the power of Portyl™ and transform your administrative processes into a streamlined, efficient workflow that supports your business growth.
This all-in-one platform simplifies scheduling, customer relationship management, invoicing, and reporting, enabling you to focus on delivering exceptional service.
Simplifying Management for Enhanced Service Excellence
Portyl™ is fyxify’s comprehensive back-end business management software, tailored specifically for contractors looking to streamline their operations. Designed to handle every aspect of business management from a single platform, Portyl™ offers robust tools for scheduling, customer management, invoicing, and reporting.
Streamline your business
Business Management: Making service businesses work better
Clients
Manage every step of your client relationships from the moment your team makes the first contact through to follow ups.
Jobs
360-degree view of each order and its status so that everyone on your team has up-to-the-minute information at their fingertips.
Scheduling
Everything needed to schedule your sales, service and support teams efficiently with simple drag & drop functionality to maximize productivity.
Invoicing
Create invoices directly from orders based on the services customers received so there’s no manual entry or time-consuming invoice creation.
Payments
Online payments go directly into your bank account, reducing the time it takes for you to receive payment and greatly simplifying your customers’ experience.
Automated Quoting
Simplify and speed up the quote process by giving your sales reps an easy-to-use mobile performance optimization.
Inventory
Keep track of real-time truck stock and warehouse inventory as items are added to work orders and invoices. Easily create POs for approval and re-ordering
Open Tickets
Manage, assign, track, and complete inbound client requests to ensure nothing falls through the cracks.
Service Management: Service processes made simple
Direct-Connect Dispatch
Automate the dispatching process- customers can book service technicians with the click of button.
Notifications
Never drop another ball with SMS, email, and app notifications to sales, field service technicians, installers, and your customers, every step of the way.
Contactless Payments
Collect payments from the field right on their mobile device - no more calling in credit card numbers or collecting checks
History
Review a complete history of every sales and service interaction with every customer.
Dynamic Pricebooks
Create service and equipment/system pricing, making it easy to create accurate quotes and invoice the right amount every time.
Manage Your Margins
Manage your margins-- and profitability-- with real-time data that shows you a breakdown of each service call and replacement sale.
GPS via Google Maps
Customers and field service technicians can view appointments and track the arrival of service techs using Google Maps.
Consumer Records
Upload a photo, post an update. Your team will stay connected.
Get Visibility Into Your Current Jobs – From Installs to Service Calls
Track and Manage the Entire Sales Cycle
Easily track, monitor and manage performance reports for each step of the sales cycle, from initial customer requests to job closeouts.
Identify Bottlenecks In Your Processes
Easily identify areas in need of improvement, from individual performance to identifying where your jobs are getting “hung-up” during installation.
Automate Job Status Updates
Track and manage the entire permitting and inspection process. Get immediate visibility into open inspection issues.
Assign “Go-Backs” For Incomplete Work
Easily assign and schedule your team to “Go-Back” to a job that needs to be finished or inspected with Quality Check processes.
Empower your business with Portyl™ and spend less time on paperwork and more time creating value for your customers.