Exploring the Features of Your Customer Portal 🚀
The Customer Portal gives you secure access to everything you need: jobs, invoices, quotes, assets, and support requests, all in one place. Below video is a guide to help you navigate its features.
Logging In & Accessing the Portal
Use the secure portal link provided by your service provider.
Log in with your registered email and password.
Once logged in, you’ll land on your Dashboard.
💡 Tip: Save the portal link as a browser bookmark for quicker access in the future.
Dashboard Overview
Your Dashboard is the home page of your portal. It provides a snapshot of the most important information at a glance:
Recent Quotes and Invoices – Quickly review documents awaiting your approval or payment.
Scheduled Jobs/Visits – See upcoming appointments, services, or inspections.
Support Requests – Track open tickets or cases submitted to your provider.
Jobs & Work Orders
Stay up to date on the services scheduled at your property:
View upcoming jobs with assigned dates and technicians.
Check job details such as description, assigned staff, and status updates.
Review completed jobs and access their associated documents (like service reports or invoices).
Quotes & Proposals
The portal makes it easy to review and approve quotes:
Open Quotes from your dashboard or the navigation menu.
See the scope of work and pricing clearly outlined.
Approve or decline quotes directly online.
Track the status of each quote (Pending, Approved, Declined).
Invoices & Billing
Manage your billing history in one place:
View and download invoices in PDF format.
See payment status (Paid, Pending, or Overdue).
Make online payments if enabled by your provider.
Access your full invoice history anytime for recordkeeping.
Assets & Equipment (if enabled)
Some portals allow you to track your equipment or assets:
View a list of assets associated with your account.
Check service history for each asset.
See upcoming maintenance or inspection schedules.
Submitting & Tracking Support Requests
Need help? Use the Support/Requests feature:
Create new requests for service, support, or questions.
Attach notes or files for clarity.
Monitor status updates as your provider works on your request.
Receive notifications when your request is updated.
Profile & Settings
Keep your account information up to date:
Update your contact information (phone number, email).
Change your password securely.
Adjust notification preferences (e.g., email alerts for invoices, job reminders).
Notifications & Alerts
Get real-time updates on job changes, invoice availability, or support responses.
Notifications may appear within the portal and via email depending on your settings.