The Customer Portal not only gives you a way of giving your customers access to view information, it also gives you the ability to direct message a customer on a job or quote and for a customer to communicate back to you saving valuble admin time. 

What you can do?

  • Send a message to a customer on a Job or Quote 
  • Customers can send messages to you via the Portal against a job or Quote
  • Have a visual indication when a new message has been received

How It works 

How customers add a message

Customers can login to the portal and go into a job or quote > go to files and notes > add a new message. Customers also need to ensure that they select "Message" and not a note. Notes will save against the job but they will not notify you of a new message whereas the "message" option will let you know. 

What you see in office

When a new portal message comes in, from the job or quotes list you will see the message counter go up in your list of statuses to show someone has added a new message 

You will also see a message speach icon to the left of the job name that you can hover over. This will display a quick view of the message and provide a quick link to get to the message

Reponding to the message

Responding to a message is simple and can be done from within the files and notes section of any Job or Quote. Simply go into files and notes > select Portal communication and write a message

What customers see when you send the message

Similar to in office, customers see the message counter go up and can click this to filter out just Jobs or Quotes with messages attached

Customers will also see a message speach icon to the left of the job name that you can hover over. This will display a quick view of the message and provide a quick link to get to the message

 Customers can then repond by going to the files and notes section of the Job or Quote (or by clicking "Go to notes" in the quick view pop up) and repeating the process. 

Other useful resources 

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