When providing Customer Portal access to your customers, it is possible to select the sections of the work they can access. It is even possible to enable users the ability to log jobs without needing to call your office. All these permissions can be edited when immediately adding the Customer Portal user and also by editing a specific user’s permissions. To do this, simply navigate to the Settings menu, the ‘Customer Portal Access’
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Joblogic’s Customer Portal gives your customers a place to access their data on a constant basis. They can view real-time status updates on jobs, view where an engineer is in relation to a job site, view asset registers, and have access to important documents like quotes, invoices and reports. The amount of data your customers see can also be altered in the settings. The best thing about the Customer Portal is that your customers can find out vital information without the involvement of your back office. This means that less burden is put on your staff.
Yes. Simply get in touch with our customer support team who will be more than happy to send over a section of HTML code that you can add to your existing website code. If you need any assistance, please do not hesitate to get in touch.
The Customer Portal is a great way to keep your office staff, contractors and site managers connected. From logging jobs and quotes to viewing historical or future jobs, the Customer Portal provides total transparency and a better user experience for all parties involved. Not only can you access job data, but your staff can track an engineer’s location, monitor performance dashboards and log jobs on the go via web.joblogic.com. Also, all customers have free unlimited access to the Customer Portal with full purchase of any of our products!