The Customer Portal in Repair-CRM provides a dedicated space for your clients to manage their account information, view account history, and interact with the services or resources you provide. Accessible via email, this web-based platform enhances the customer experience by offering a self-service option for managing their interactions with your company.
Features of the Customer Portal:
1. Public Access for Job Requests:
The portal features a public access section where anyone can send a job request. This feature is particularly useful for prospective customers or one-time service requests.
2. Exclusive Customer Portal:
Existing customers have exclusive access to a dedicated customer portal where they can send job requests pertaining to their existing assets like machines and equipment registered in Repair-CRM.
The system automatically matches the customer details with the assets, eliminating the need to search for client information or equipment's serial number manually.
3. Job Request for Existing Assets:
Clients can send job requests specifically for their existing assets registered in the system. This feature streamlines the job request process, especially for recurring service or maintenance needs.
4. Work Order History:
Clients have the ability to view their previous work order history, providing a transparent overview of all the jobs requested and completed over time.
5. Document Access:
The portal allows customers to download all necessary documents related to their work orders as needed. This could include invoices, work order summaries, service reports, etc.
Conclusion: The Customer Portal in Repair-CRM is designed to empower your clients with self-service capabilities while ensuring a seamless and organized interaction with your services. By familiarizing your clients with the features of the Customer Portal, you can enhance customer satisfaction and streamline job request and management processes.