The Customer Portal gives you a way of letting some or all of your customers access a secure online area with a login.
They will have the ability (depending on the permissions you provide them with) to do the following:
- Request a new Quote or Job
- View existing Quotes, Jobs and Invoices
- Process payments against invoices (If you have Stripe card payments enabled)
- Two way messaging between you and the customer on jobs, quotes and invoices
Setting up your Customer Portal
Turning the Customer Portal on
As default your customer portal will be turned on. You can manage this by going to settings and scrolling to the bottom of the page. This is where you will also see what modules you want your customers to see. If for example you do not want any of your customers to see Quotes then you can switch this off from settings which will disable if for everyone with access to the customer portal. If you would like only one or two customers not to have access to a particular module you can manage this from within that particular customer.
Setting up the portal for a customer
when you wish to give a customer access to the Portal, you can do this by going into the contacts section > Find the contact you're looking for and go into the contact. You should then see the customer portal tab down the left hand side
As default the portal will be active, which means that when you setup a username and password and provide it to the customer, it will be ready for use.
How customers login
customers access the portal via a URL which can be customised for each customer. You can do this by changing the portal identifier which will add something unique to the end of the URL e.g. mycompanyname.workforcefm.com/portallogin/index/mycustomername
See example screenshot below:
If you would like to add a button on your website, you can use a global link to the portal which is: https://mycompanyname.workforcefm.com/portallogin/index/ (you need to replace mycompanyname with your subdomain name that you use to access your account
Branding the Customer Portal
Whats great about the portal is you have the ability to customise the branding for all of your customers. You can change the colour of the portal as well as add your customers logo
Adding a logo can be done by clicking the add logo button which will allow you to select a file from your computer and save it.
Change the portal colour by using the Accent colour selector above, select the colour you wish to use and then press the SAVE button on page for this to become active.
Setting up a portal user
You can setup one or multiple users for each of your customers entering their details below. You can also choose what permissions you'd like them to have e.g. you can hide quotes from them or show just invoices etc.
If you'd like to setup a second user for this customer you press the small orange plus icon on the bottom right hand side of the screenshot below.
Once you have finished remember to press SAVE at the bottom of the page.
Deactivating the Customer Portal
If for any reason you'd like to turn off your customers portal, there's two ways to do it.
Turn off the portal for a particular customer: To do this go into the customer via the contacts section > go to the Customer Portal tab > change the switch from on to off
Turn off the Portal for All customers: If you'd like to turn the portal off for all of your customers, you can head to the settings section > scroll to the bottom of the page > turn the switch off in the customer portal section > press SAVE at the bottom of the page