Using the Client Portal

Once your client logs into their Client Portal account, they'll have several options for what they can do next. Some of these options depend on the applicable settings being enabled for the Client Portal. Your clients' experience may differ slightly from what's described here.

After logging in, the client will be taken to their home page:

Home_Page.jpg

In the navigation bar at the top, they'll see the Client Portal Display Name (as entered under your Client Portal Settings), different tabs they can access (described below), a contact menu containing the company email and phone number, any enabled social media widgets, and the option to Log Out. 

If the Client Portal user has Related Properties with your company, they can use the dropdown list to view information for each property:

Related_Properties.jpg

If the user only has one account, then the dropdown list will appear gray like the screenshot. 

Users will see a panel that lists past due Invoices with an option to Pay Now.
Next to that panel will be a list of Services with the option to view more details.
If "View Open Tickets" is enabled under your Client Portal Settings, then an "Open Tickets" panel will display on the home page, as well.

Panels.jpg

If your client portal is set to allow clients to submit a Ticket, then you will see a small green icon on the bottom right. When clicked, the Open a Ticket dialog will open:

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The user will only need to select a Ticket Category and enter less than 500 characters of text to open a Ticket. Optionally, click the paper clip icon to add attachments, such as photos or PDFs. The Ticket will be automatically assigned to the Account and will be assigned to a Resource per your Client Portal Settings.

 


The "Billing" Tab

From the "Billing" tab, users will have options for additional billing actions:

Billing_Tab_Update.jpg

By default, all outstanding Invoices will be checked so they can be paid using a single transaction.
Unpaid Invoices will appear in a list that can be filtered by Invoice Number, date, or amount.
To make a payment, you can Select All Unpaid invoices or click on individual Invoice cards:

Pay_Invoices.jpg

To pay the selected Invoices, click the green Pay button at the top of the table. Paying an Invoice will open a screen to confirm the Payment Method and process the actual Payment. 

If selected in the Client Portal Settings, users can also make a Prepayment by clicking the blue Make a Prepayment link next to the green Pay button. Prepayments will not auto-apply to any existing Invoices or scheduled services.

From the "Billing" tab, users can also view PDFs of each individual outstanding Invoice, view a list of previous Payments and Credits along with the Invoices they're attached to, add a credit card on file, and see whether or not they are enrolled in Autopay.

 


The "Services" Tab

The "Services" tab will show currently scheduled jobs, past service history, and jobs that are on the client's account but have not been scheduled yet:

Services_Tab.jpg

The Services listed on the right have been added to the Account but are not scheduled. When they have been moved from the Waiting List to the Dispatch Board, they will move to the left side of the screen.

If Tickets are enabled, users can click a card to submit a Ticket related to the Visit:

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Users will need to select a Ticket Category and enter text before clicking Submit Ticket. Additionally, click the paperclip icon to add attachments to the Ticket. 

 


The "Tickets" Tab

The screenshot below displays what a user will see, assuming the Client Portal has been set to see both open and closed Tickets. Open Tickets will be displayed at the top and closed Tickets will show in the list below. Users can also open a new Ticket with the Open a Ticket button in the upper-right corner.

Tickets_Tab.jpg

 


The "Account" Tab

The "Account" tab will show the user a selection of current information about their account:

Account_Tab.jpg

A client would need to access this tab to update their autopay setting. This is also the area where a user can update their username, password, security questions, email, or phone numbers.

Note: Enrolling in autopay will update existing scheduled Jobs to be paid via autopay.

The "Additional Information" panel will display the email and phone numbers on file, as well as any Custom Fields that have been selected for display in the Client Portal Settings. Users will be able to modify any Custom Field values that display. 

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