24/7 customer convenience
These days customers demand convenience - and nothing is more convenient than an online portal that offers 24/7 access to vital information and documents.
Reduce calls and emails
When customers need an update, they'll often call or email - taking up admin time and blocking your phone lines. Now, you can simply invite them to use the customer portal.
Impress with a pro service
The customer portal is not only convenient, but will impress customers with the professional service you offer, which can be critical for securing certain customers and contracts.
Customer Portal Functions
- Give access to view all properties
- See a list of all jobs and quotes
- Add new jobs and properties
- Access photos, files, and job reports
- View invoices and any unpaid debts
- Download and print completed forms
- Track every appointment
- Manage multiple contractors
Share work history for each customer property
Once a customer has been invited to use the customer portal, they can securely log in and view all of their properties saved in your database. This is ideal for any landlords or property managers that you work with as they can quickly access records for hundreds of addresses at once. Plus, using the search bar they can find exactly what they need in seconds! With just a click, your customers can then see every job or estimate logged against a property.
Reduce customer queries with detailed job overviews
Your customers won’t just receive a list of jobs for a property, but can access a detailed overview for every one of those jobs or estimates from the portal too. This means your customers can view appointments, any uploaded photos or attached files, completed forms, as well as the job report itself. By making this information readily available to customers, you can significantly reduce the number of calls into your office to request updates or copies of forms and job reports.
Want to offer a premium service with Commusoft's customer portal?
Update appointment statuses in real time
With the customer portal, your customers can check the status of any appointments – past, present, and future. This makes it simple for customers to see which appointments have been booked, completed, marked as no access or canceled, or when the technician is traveling to or working on site. This functionality is incredibly useful for property managers and landlords who may not need to receive alerts and notifications from you for each tenant’s job, but still wish to oversee what’s occurring.
Clearly present all unpaid invoices to reduce debt
Commusoft’s customer portal offers your customers more visibility into their finances by displaying a full list of invoices and including how much has or hasn’t yet been paid. By clearly marking unpaid invoices in red (and including a useful ‘unpaid’ filter), it’s easy for customers to stay on top of their debts and keep the cash flowing in for your business. Plus, customers can conveniently view and print the branded invoice too.
Download and print forms via the portal
A common request from customers is for copies of old paperwork and forms – especially from landlords and property managers. Although Commusoft offers easy ways to share PDF forms by email, customers may still misplace them or won’t bother to look. As a result your office phone line is constantly busy with customers asking for these documents. With the customer portal, your customers can simply log in and view every completed form on their account – and can quickly download and print the PDF too!
Are you ready to take your business to the next level?
- Streamline Your Operations
- Automate Admin Tasks
- Improve Customer Journeys
