How can my team and I access the Consumer Portal?

There are two ways you can access the portal:

1. The first is by creating a 'dummy' customer account. To do this press the Configuration cog (top right corner) > select File Maintenance > Customer File >  Add Customer. Once you're done, create 'dummy' contracts so you can have data within the portal to view. 

2. ​​​​You can also set yourself up as an Authorized User on a customer's account. To do so, add a contact within the customer record. Please see our article on Contacts Tab for more instructions.

Logging in to the Consumer Portal

Your customer can enter their username and password when they first get to the login screen. They can create an account through this portal if they have a contract number or account. They can click the Forgot Password link underneath the login screen if they forget their password. They can even create an account from this screen as well.

If you do not have an account you can click on Create your account now and fill out the information.  

If your customer has an email associated with multiple accounts, they will have to choose one and click confirm.
 

 

Once logged in, they will be able to see your home screen.
 

 

All logos and colors can be customized to your store's liking.

 

Home Screen

 All tiles are clickable. Your customers can also view contracts, invoices, rentals (hires), and item tracking information.
 

 

Coming Soon: The ability to have advertisements, coupons, and quick access for items to pay and items to return (Call Off).

 
 

Contract Screen

The contract screen is filterable allowing your customers to search and narrow the contracts displayed. By default, it will show all contracts.

 

Your customer can export the table view into a CSV file if needed.
 

 

On the table view, your customers will be able to see the contract number, amount, amount due, status of the contract, start and close date, location, and job number.
 

 

When they click on the contract number, they'll see the details of that contract. They will also be able to see the items, contract start and end dates, amount total, the amount due, and view the most recent copy of the contract via PDF.

In the bottom right corner, customers will be able to select Pay to make a payment on the contract. Please note, that the Point of Rental team will have to make sure you're using the correct platform and provider for the pay feature to work.
 

When you click on Pay, you can pay the contract in full or another amount.

 

My Rentals (Hires)

The My Rentals tab, displayed as MY HIRES (for our UK/AU counterparts), displays the items you will have, have, or had on rent. It will also display the contract number that is associated with each item.



When your customers select an item or items you currently have, you can request a call-off for them. If they're selecting multiple items, press the green Select Complete button to view the options below. 

 

 

Requesting a Call-off

Your customers can request a call-off or service for one or more items simultaneously. When making the request, they can request when to call off a rental and view and modify the Site and Returner information. 

 

To complete the call-off your customer must click the Submit Request for Pickup button. An email and notification will be sent to your store. A copy of the email will also be sent to the email entered here by the customer as well. 

 

Tracking

Tracking will allow customers to see the items they currently have out on site, allowing them to see where each item is located.