The Customer Web Portal allows your customer to login and view their work and estimate history, update their communication preferences, update addresses and contact information, and request new jobs or submit up to four photos for an online estimate. The Customer Web Portal can be added onto any Service Fusion subscription package. Check out our Pricing page for details! The Web Portal does not support the payment of invoices. To allow your customers to pay invoices online via credit card, please check out the related article here.
To use the customer web portal, the customer has to have an account created or create a new account if they are a new customer.
If they are an existing customer, the customer account can be set up in the back office of the Service Fusion System.
Go to the customer profile and under the customer primary contact, you will see a small section for web portal/app access.
Once the account is created it will look like this. With the ability to reset the password and lock the account if that customer is no longer a customer or is not making payments, you can lock them out so they can’t request anymore work.
Once the account has been created and the customer goes to the web portal, either by visiting your website or clicking the link in the email when the account was created for them, they can login and see their account info and request services. They will enter their login credentials to sign in or create a new profile if they are a new customer.
Once they login they will see this screen. They can either request new service or a new estimate or they can view job history and see the status of those jobs or maintain their account details.
If they click to Request Service, they will see the following screen. They have to fill out each field and move forward with filling out each section and the click continue at the bottom of the screen
After clicking continue, they will see a summary page, if they need to make changes, they can click make changes or if they are done, they will click the Submit Service Request and they are done!
Once they submit the request, they will see a confirmation page like this. They will be able to either check the Service History or navigate away from the page when they are done.
They will then wait for a call from the office staff confirming the job if the date is available or if they need to change the date because the date/time they requested is not available but they should know and understand this is a REQUEST for service and it’s not a definite time/date for the job. A staff member will have to follow up with the customer for a confirmation of the date/time of the job.
