Portals

A customer portal that answers the questions before they’re asked

Let customers track orders and jobs, download documents, pay invoices and log requests online, any time of day.

Problem 01

“Customers call just to check an order or job status”

A large share of calls and emails are simple “where’s my order?” or “when are you coming?” questions.

How we fix it

Order & job tracking

  • Live order, delivery and job status
  • Appointment details and technician arrival times
  • Notifications when status changes
Problem 02

“Invoices and documents are emailed back and forth”

Customers lose invoices, statements, certificates and manuals, and ask for copies again and again.

How we fix it

Self-service documents & payments

  • Invoices, statements and documents on demand
  • Online card payments
  • Service history and reports for every asset
Problem 03

“Support requests arrive by phone and email”

Requests come in without the right details, so your team spends time chasing information before work can start.

How we fix it

Online case logging

  • Guided request forms with attachments
  • Case progress and conversation history
  • Links to help articles before a case is logged

What changes for your team

Fewer “where is it?” calls

Faster payment

Better requests

Always open

Common questions

Can the portal match our brand?

Yes. Portals are designed with your logo, colours and fonts.

Can customers manage their own users?

Yes. A customer administrator can invite colleagues and choose what they can see and do.