Customer Portal

Product Overview

The Customer Portal module is a multi-featured tool which allows your customers to manage, organise and access information about their sites on their account. Deployed as a web application, the system is accessible from any modern web browser on any device of tablet size and above.

The system is split into 2 portals, one for administrators and one for your clients. The customer portal allows your users to login to their own custom area where they can view and manage their sites and quotes.

The admin portal allows you to search for and add/delete/modify users on each account that you have in your database.

To discuss the purchasing of Customer Portal, or for more information, please call sales on 0800 644 4545.

Download the overview brochure here.

Key Features

Real time customer & site details
Site documents access (Invoices etc.)
Quotation management
Jobsheet display & PDF report access
Service requests
Keyholder management
Secure & password protected
Works in any modern web browser
Search functionality to allow quick data retrieval
User administration

See all changes made to the Customer Portal.