The customer portal lets your Account customers login and check the status of their jobs, download documents, including Quotes, Invoices and Reports. See a list of assets that you maintain for them with last test date and a form to request a job
We're currently updating the customer portal and will be adding defects to the assets list shortly
What can the customer see?
When the customer login they can see all the jobs scheduled for them. They can search jobs in the future and the past by date, site and asset. See below for instructions how to hide/show items in the customer portal
The details visible to the customer are:
Jobs
Job status
Date - Scheduled
Site Address
Job notes
Customer Purchase Order number (from the job page)
Quotes (optional)
Customer can view and download PDF
Quote status (ex, Awaiting acceptance)
Quotes in draft status are not visible on the portal
Invoices and status (optional)
Customer can view and download PDF
Invoice status (ex, Awaiting Payment)
Invoices in draft status are not visible on the portal
Reports (optional)
Customer can view and download PDF
Only Approved reports are visible on the portal
List of assets with options to show/hide:
Asset ID (this can be renamed in settings)
Asset type
Customer
Model number
Serial #
Customer ref
Description
Last test - number and date
List of defects - searchable by Asset
Request job
This will add an unscheduled job with the default job status
The customer needs to select an existing site from their account
They can also select a job type (Service) for the job
Setup customer access
To setup the customer portal for a customer, open the account customer that you want to add the portal for from the Accounts - Account Customer menu
Scroll down and click on the Portal settings link
In the Portal settings popup, enter a username and password for the customer to access the portal. Copy the URL for the customer to login with the detail entered. Click save to save the settings.
Change username/password for the customer portal
To change the username and or password for a customer, follow the same steps as above, open the customer page and click on the portal settings link, then change the details as needed.
Setup the customer portal
Add a logo
Open business settings by clicking on the settings icon on the right
Click on the upload logo button and select your logo from your files
This logo will appear in the menu in the app and on the customer portal
Hide Quotes, Invoices or Reports
Open Settings - Misc and scroll down to the Customer Portal settings. Uncheck the document that you want to hide and click the Save button. These settings will be applied for all customer portals.
Hide information
You can hide/show information in settings - system fields by checking/unchecking the visible checkbox for the field.
