Accessing the portalAccessing the portal is only possible using a secure web link available provided in our Web Back Office. You must then send this link to your customer via email. You can also revoke access at any time.
Click "Customers -> List"
Click "Details" for a specific customer (2)
Click on "Public link"
Click "Copy" and send this link to your customer by any digital media. You can also click "Reset" to revoke the link at any time.
Accessing the Customer PortalTo access the portal, your customer must click on the link received or copy it in a browser.
- Customer # (1)
- Address (2)
- Contact (3)
- Additional information, if any (4)
- Attachments, if any (5)
- List of all Jobs (6)
- Request a Job (if you have previously activated this feature in Settings/Options) (7)
Additional tabs are also available to access specific Jobs associated to Sites or Equipment
Job request from the Customer portalYou may grant a Customer to request a Job. If so, click on "Add Job"
The new Job is pre-provisioned with the customer name, address, contact... Your customer only needs to type in the Job description (1) (which is required) and click on the "Save" button (3).
Job's type and priority can also be added
The job is now created and is available in your Web Back Office for dispatching.