What is the Customer Portal?

The Customer Portal is a tool you can set up for your clients to log in and submit service requests, supply requests, feedback, and check their inspections. Each of your customers can have a different setup for their portal, depending on their needs.

Portal Feature Definitions

This set of features can be customized for each of your customers. You are not required to give every customer the same access, as some may need more options than others. All the requests (service, supply, and feedback) can be tracked and automatically notify you when they come in so you are always quick to respond to customer needs.

Service Request Feature

Service Requests can be enabled to allow your customers to request services through the portal. This gives the ability to document and track a requested task.

Supply Request Feature

Customers can use the supply request to get more consumable supplies. You will set up what supplies they have access to, and they will also be able to add additional details to the request.

Inspections Feature

The portal’s Inspections page gives the customer access to the inspections done on their locations. They are able to view the ratings and the results your inspectors give on their locations.

Feedback Feature

The feedback page on the portal works just like a service request and allows the customer to send you their level of satisfaction and a message telling you what they are feeling about your service. It can be tracked just like Service and Supply requests, so your notifications will keep you updated as soon as feedback is submitted.

Click here to get set up instructions.

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.