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Customer Portal Software

Giving your customers online access to their data.

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Producing field service reports for customers is extremely time-consuming and expensive. Offering real-time reporting is almost impossible without a dedicated service management system. Joblogic’s customer portal helps to win and retain contracts by giving your customers access to their data and KPIs 24 hours a day, 365 days a year.

Customer Portal Software

Dashboards And Reports

When your customers log into the portal. they will be presented with a professionally branded dashboard showing them the key metrics they're interested in. For example, you might want to display total outstanding jobs, jobs attended within SLA or first-time fix rate. Joblogic presents the data to the customer in a way that is intuitive and easy on the eye. Your clients can download detailed reports, view their site history or look at asset registers. The customer portal really sets your service business apart from the crowd and creates a USP for your field service company.

Software Customer Portal

Real-Time Status Updates

Customers typically call or email you to find out what's going on with a job. This creates multiple phone calls and an excessive administrative burden for your back office team. By using the portal, your customers can see the real-time status of their jobs without needing to contact you. They can see icons against each job to highlight when an engineer is en route, on-site or when a job is completed. You can give your customers access to job notes, engineer recommendations, photos and certificates too. They can also download job sheets as PDFs. If your clients haven't got their own system, you might want to offer them the facility to log their own jobs. You'll get a notification when they've created a job. This saves your office team time and lets them focus on deploying new jobs to engineers.

Client Portal Software

Quotes And Invoices

In addition to providing customers with job information, you can also give them access to quotes and invoices. As soon as you create a new quote, it will be available for your customer to view online, download and print. It's really simple for them to approve the quote too. They can add their order number, comments and even upload a document such as their purchase order. This makes your company easy to buy from and encourages a quick turnaround between quoting and winning new work. Any sales invoices and credits that you create in Joblogic will also be available in the portal. Invoice queries are another admin burden for your office team which can be eliminated by letting your customers search, download and print their own online. Your clients can also pay their invoices online using our payment gateway for debit and credit cards. Improve your cash flow by offering this secure and convenient payment method.

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