You can have a branded customer portal for your customer, where they can see their payment history, service history and sales history. They can also send job request from the portal.
Setup Customer Login
Go to Customer -> Edit Customer. You will see a new section for username/password. Your customers will need three elements to login to the portal.
- Your Company ID (ask your product specialist)
- Username (you set it up)
- Password (you set it up)
Customer Portal Job Request
They will enter the customer portal and lasd on the home page. They can enter job request from this page.
On the left there are navigation menu to go to different pages.
Service History
In the Service History page the customer can see all their past service history. They can also see the invoice of each job by clicking on the three dots on the right and then selecting invoice.
Sales History
In the Sales History page the customer can see all their past sales history. They can also see the invoice of each job by clicking on the three dots on the right and then selecting invoice.
Payment History
In the Sales History page the customer can see all their payment details made for either jobs or sales.
This is just the start we will enhance the portal more in the upcoming releases. Stay tuned!
