What customers see in the portal
Show customers the units at their sites, the defects still to fix and their site reports, and let them ask for service on a unit.
On the Unlimited plan. A free trial includes it too.
Your customer portal can show each customer the equipment you look after for them. It is off until you turn it on.
Turn it on
Go to Settings, Customer portal. Under What customers see, tick Units, defects and site reports. Only an owner can change it, and the portal itself must be on.
What the customer sees
Under Your equipment, for each of their sites:
- Site reports you have made for the site, to download.
- Defects still to fix: the unit, where it is, what is wrong in the defect's own words, and where it is up to (to be quoted, quoted, or booked to fix). Once you have sent the quote for it, View quote opens it, where they can accept it.
- Units: each unit's tag, type and location.
A unit shows Last serviced with the date only if Show the day it was last serviced is on in Settings, Assets, under When someone scans a label. It is the same setting as the public label page.
They only ever see their own sites. They never see your notes on a defect, results, prices, costs or crew names.
Request service
Each unit has Request service. The customer can say what is wrong and press Send request. It reaches you as a new job, the same way a website enquiry does:
- the job is for that customer at the unit's site, titled "Service request:" and the unit;
- the unit is already on the job;
- you get a notification, and an email if your enquiry form sends you copies.
Asking twice for the same unit with the same words within a day makes one job, not two.