Setting up the Customer Portal

The Customer Portal can be customized per location to fit the best interests of both the client and the janitorial company.

Enabling the Customer Portal
Enabling Customer Portal by Location
Enabling Customer Portal Features

Enabling the Customer Portal

Go to Customers >Manage Customers.
Open the Portal Users subtab.
Enable Customer Portal.

Enabling Customer Portal by Location

Once the Customer Portal has been enabled for the account, it must also be enabled per location. This allows you to control which locations have access to portal features.

Go to Customers > Manage Locations.
Click the Edit Pencil in the Actions column for the desired location.
Open the Portal subtab.
Click Enable Portal.

Enabling Customer Portal Features

The Customer Portal has several different features that can be enabled/disabled per location.

When first setting up the Customer Portal, starting with only a few features may help your team adjust to receiving and responding to client requests.

Service Request Feature - Allows customers to request services using the portal. Customers can add messages and photos to their requests from the portal site.

Elapsed Time Feature - If enabled, customers can view how long their service request has been open.

Supply Request Feature - This allows customers to request a preset list of consumable supplies, such as toilet paper and paper towels.

Feedback Feature - Allows customers to leave general feedback notes, and add a rating of Extremely Dissatisfied to Extremely Satisfied.

Quality Checks Feature - Allows customers to view the inspection reports for their location, including overall scores, names of inspected areas, area ratings, comments, and images. Use caution when enabling this feature, as the transparency may reveal problem areas that the client was unaware of.

For more information, or to send in a request to the Janitorial Manager support department, use the red 'Help' button in the bottom right corner of any Help Desk article.