Your customers find for themselves what they would otherwise call about.
In the customer portal, your customers see their jobs, invoices, appointments and timesheets. They sign quotes, acceptance reports and SEPA mandates directly on screen.
What your customers see in the portal
Everything relating to their own customer record, nothing from anyone else.
- Documents as PDFQuotes, orders, invoices and credit notes to download.
- AppointmentsUpcoming appointments and maintenance planning, split into remote and on-site.
- TimesheetsWith a transparent breakdown of the hours.
- LogbookA chronological record of all work carried out.
- Defects and attachmentsOpen defects, photos from the job, plans and PDFs attached to each job.
- Password vaultRetrieve stored login details in encrypted form, read-only.
What your customers do in the portal
They sign with a mouse or a touch screen.
- Accept a quote
- The customer opens the quote and signs digitally. The signed PDF goes straight into the DMS with the right order.
- Sign an acceptance report
- Acceptance reports can also be signed in the portal, not only on site.
- Grant a SEPA mandate
- IBAN and BIC are checked live against the bank directory. The mandate PDF carries a timestamp and proof of origin. The customer can also revoke the mandate in the portal. More on the Banking & SEPA page.
Access and security
- A link instead of a mandatory loginEvery customer gets an encrypted link to their jobs. Logging in is not required for this.
- Welcome with instructionsOn first login, a welcome email with PDF instructions is sent automatically.
- Password rulesAt least 10 characters with upper and lower case letters, digits and special characters.
- Strict data separationEach customer sees only their own data.
- Your brandingThe portal carries your logo and adapts to computers, tablets and smartphones.
- From your websiteCustomers go from your website straight into the portal, without logging in again if they are already logged in there.
Related
Fewer follow-up calls?
Try the WorkOrderAgent free for 20 days, or let us show you the customer portal from your customers' point of view.
0173 644 22 17