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!
If you are happy with how Joblogic Web has worked for your business, you can transfer your trial account to a full license in a few simple steps. Simply click on your username in the top right hand corner of the screen and choose “Manage Subscription” from the drop down menu. Within this screen you will see an option to add your credit card details, once these have been added hit activate to begin the subscription service. All Joblogic bills will be withdrawn monthly from this account.
If you have any further queries or would like to extend your trial period, please speak to one of our sales representatives who will be more than happy to help!
Firstly, take a look at our pricing page and see which features from both Joblogic Enterprise & Joblogic Web are most suitable for your company. If you find you are more suited to Joblogic Enterprise, simply contact our team and they can give you a fully personalised demo and quote to suit the needs of your business and users. If you feel you are more suited to Joblogic Web, simply sign up for a free trial, add your users and you are good to go!
Typically, most training sessions run daily from 9:30am to 3.30pm; however, if you have any special requests or requirements for training times, feel free to talk to one of our trainers who will be more than happy to change the times to suit your business needs.
If you have any names and sites that you are happy to be included in your training, please let the training team know on or before your pre-course session. We would be happy to customise the training data as much as we can to provide you with the most comfortable learning environment possible.
There are many different things to help your training go smoothly such as customer and site information. However, if there is something more unique to your business that you think may be useful, feel free to mention it to our training team. The greatest strength of our training is that it is tailored to your business needs, so feel free to make any suggestions to help us help you.