Customer Portal
 

Our Customer Portal is a tool that lets your best customers see their account details. This includes their current balance, recent payments, and any amounts they owe. They can also look at quotes, reservations, contracts, invoices, and statements right from the portal. This is not only convenient for your customers but also saves your time and money as more customers can take care of their needs themselves.

Topics included in this article

• The Customer Portal Needs a License

• Enabling your Customers for the Customer Portal

• First Time Registering: Simple Steps

• Regular Login Process

• Quick Look at Summary and Other Pages

The Customer Portal Needs a License

The Customer Portal is an integrated web service. It requires a license.

Enabling Your Customers for the Customer Portal

Before your customers can use the Customer Portal, make sure you do these things in your Customer Records (look under File Maintenance – Customer File):

• Add their main phone number (this will be their unique username).
• Include their email address and ZIP/Postal Code.
• Turn on the 'Customer Web Portal' option in the Accounts tab.
• Your customer should have at least one contract or quote with you. If they don't have any history with you, they can't use the portal.
• Only customers with accounts can use the portal. Customers who pay only in cash can't use it.

After you enter all this information, either update your website manually or wait for your system to update it automatically at night. Then your customers can register on the portal.

First Time Registering: Simple Steps

For the first time, your customer needs to use their business phone number (without any dashes or brackets) as both username and password on the login screen [YourWebsiteURL]/portal.

For safety, they must enter their email and ZIP code as you have them on record, and create a new password. If the email or ZIP code is wrong, they'll get an error and need your help. If everything matches, they'll see a message saying they can now log in with their phone number and new password.

Regular Login Process

After they register, they just need to put in their phone number and password on the login screen.



Then they will see the CUSTOMER ACCOUNT SUMMARY page, where they can look at recent statements and change their information if needed.

When they are finished, they can log out from the portal.

Quick Look at Summary and Other Pages

On the Summary page, customers can view their Current Balance, Last Payment Amount and Date, and see their Statement for a chosen date.


 

In the Contracts section, they can find all details about their contracts, including the Contract Number, Status, and Items Out. They can hover over a Contract number for more information or click on a magnifying glass to see a detailed PDF.


 

The Items Out page shows all the items that are on rent and display information details like Contract Number and Quantity Out.
 

If a customer decides to request an item to be Called Off Rent, they can go to the following page and fill out the below information and send it to your store.