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Customer portal

Customer portal guides and lessons.

Signing in to the customer portal

2 min read

Who this is for: customer contacts with portal access. What you will learn: how to sign in, reset a password and keep your account secure. Before you start The portal address fro...

The portal dashboard

2 min read

Who this is for: customer portal users. What you will learn: what the dashboard shows and where to go next. What you see Tile or section Meaning Outstanding balance Total u...

Jobs and service reports

2 min read

Who this is for: customer portal users. What you will learn: how to track jobs and download the service report. Find a job Select Jobs. The list is ordered by scheduled date, new...

Quotes and approvals

2 min read

Who this is for: customer portal users who approve work. What you will learn: how to review a quote, accept it, decline it and understand what happens next. Review a quote Select...

Invoices and payments

2 min read

Who this is for: customer portal users and accounts teams. What you will learn: how to read an invoice, download it, pay it and raise a query. Open an invoice Select Invoices. Op...

Statements and documents

2 min read

Who this is for: customer portal users with billing access. What you will learn: how to read a statement and find the documents attached to your account. What a statement is A sta...

Account and support

2 min read

Who this is for: customer portal users. What you will learn: how to keep your access working and how to get help quickly. Your account The portal uses the email address your provid...

FAQ and glossary

2 min read

Frequently asked questions I cannot see an invoice. Invoices need billing access and must be issued. Ask your provider. Why is my balance different from my records? Allow for payme...

Service requests

2 min read

Who this is for: customer portal users. What you will learn: how to ask for help, attach a photo, choose a preferred slot, cancel a request and leave feedback. Submit a request Se...

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