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CUSTOMER PORTAL

Online support portal for your customers

Enable Your Customers

The customer portal empowers your customers to create and manage their service requests, view and download invoices and track payments.

Customer Portal
Feature

Invoices & Payments

  • View and manage invoices.

  • Track invoice and payment amounts, payments, and dates.

  • Download invoices for record keeping.

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Feature

Service Tickets

  • View and manage all service tickets

  • Complete history for reference

  • Quickly view the status 

  • See below for more details

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Service Tickets

Create

  • Users create service tickets with one click for their recorded products.

  • Plenty of space to give a clear description and documents can be attached to provide further details.

Submit

  • When ready, the customer uses the workflow to click submit.

  • Your service team receives a notification and is ready to take action.

Track

  • Customers receive notifications as the service ticket progresses through your workflow

  • Everything is recorded and a complete history is available for reference. 

Communicate

  • Communications between the service team and customers are automatically captured and documented to ensure no details are missed.

Quotes

  • All quotes sent to customers are automatically recorded and displayed in the quotes panel for reference.

Resolution

  • The resolution is clearly displayed and readily available for reference.

Customer portal workflow
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