What Your Customer Sees on the Portal
The Customer Portal page gives them access to the features you enable. The screenshot below shows an example portal interface with a Green box around the 4 main optional features (Services, Supplies, Inspections, and Feedback).
If you are not going to provide any of these features to your customer, you do not need to give them portal access.
If you wish to enable ANY of these 4 features and give a customer portal access, you will need to follow the Customer Portal Setup Instructions found at this link.
Pending Confirmation on the Customer Side
This is your customer's view of the pending confirmation screen. When you give them the ability to confirm the request's resolution, the request will stay open until they click the link at the bottom of the request labeled "Confirm Request Resolution" and fill out the form on the next page.
Resolution Form
The resolution form has 3 questions, 2 are required. The requirements are the customer's satisfaction with the resolution and if the request can be marked as resolved. The optional entry is for notes about the resolution if they have any comments. When the customer saves the resolution as completed, you will get an update on the request on your side.
Direct Messages
Customers can also download JM Connect and log in using the Client tab to send direct messages to you and your managers who are trained on the location. They will use the same login information on the portal and the mobile app.
*Note that the mobile app is only used for direct messaging.
Click here to learn more about Messages on JM Connect.
Downloadable Files you can present to your Customer
Customer Portal Complete Welcome Guide
How to Login to the Customer Portal
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.
Comments
0 comments
Please sign in to leave a comment.