Put your customers in the driving seat by providing them access to their documentation and information. You control what information customers are able to access.
You can specify the information that is visible to each customer, choose from different modules as well as the statuses within them. For example, one customer could view quotations, invoices and eForms, where as another may not have access to eForms.
You can configure your own unique sub-domain for each customer to access their portal.
Provide your customers with access to every quote that you have ever created for them. Customers can filter each quote based on any status that you have created with the software.
Your customers can download a quote and also view and download any files that have been uploaded as a shareable document.
Your customers have access to any sent, approved and paid invoices, with the option to download a copy for reference. Any documents that have been uploaded along side an invoice is visible and can be downloaded.
Information that is visible includes:
Each eForm that has been created for a particular customer can be viewed by them, customers can view and approve any unsigned eforms direct from the portal.
View any supporting documentation that has been added to the eForm, with the added option of downloading the files.
Provide your customers with a list of assets that they have purchased from you. If you have a customer with multiple locations, you can specify where that asset was shipped to.
If an asset needs to be serviced on a regular basis the customer can see the next service date.
Below is a selection of frequently asked questions, you will find a number of these through the site relevant to the information on those pages. If you cannot find an answer to a question, do not hesitate to get in touch.
A customer portal is a secure website that provides your customers with access to information that is relevant to them.