CUSTOMER PORTAL
We have prioritised the delivery of effective solutions and tailored them to assist you in efficiently managing your business operations by partnering with the industry leading CMMS Software Platform ~ Joblogic
End-user Guide to the Customer Portal
Easy guide to how you can get the maximum benefit from using the portal (Latest update: March 2021)
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Dashboard:
Displays KPI metrics & data for jobs you have requested -
Customer Tab:
Customer details, notes and forms logbook -
Sites:
See and manage sites and log jobs against each site
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Log job:
Send maintenance request within the portal, provide job description, site, and select appointment time -
Quotes:
Receive detailed quotes which you can amend, accept or reject -
Invoices:Receive invoices and full breakdown within the portal
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Jobs Tab:
Search all jobs related to your sites, open or completed -
Sites:
See and manage sites and log jobs against each site -
Logbook
View & download any forms completed by the contractor -
PPM Tab
View schedule of all upcoming planned maintenance
Jobs logged through the portal, automatically registered at back office where our Service Manager immediately assigns an engineer to your request.
You will receive notifications and status updates at each step of the process.
Real-Time Status Updates
Avoid making multiple calls or imposing excessive administrative burdens on your team.
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Logging a job on our customer portal will immediately initiate Maintenance or Cleaning Job requests.
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Follow the real-time status of jobs through icons which appear against each job, notifying you of when engineer is en route, on-site and when a job is completed.
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Access job notes, an engineer’s recommendations, photos & relevant certificates as well as PDF downloadable jobsheets at any time.
Dashboards & Reports
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Logging into the portal, you will be presented with a professional dashboard showing you key metrics & data:
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total outstanding jobs
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jobs attended within SLA or
first-time fix rate
Data is presented in an intuitive and easy to follow manner.
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You can download detailed reports, view the history of your sites or review asset registers.
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Our customer portal will take your service business to the next level whilst also creating a USP for your field service company.
Here, to support you!
Should you have any questions or encounter any difficulties, please do not hesitate to contact us.
Our technical team is dedicated to assisting you into ensure you have a smooth and productive experience on our platform.