Customer Portal

Quick Books Accounting Interface Complex Service Contracts

GoServicePro’s customer portal provides your customers with access to system functionality in an easy to use secure format.  Enabling customer self-service reduces the number of calls from your customers by allowing them to create new cases, view case and work order status, and manage site, site asset and contact information. Our customer portal is designed to seamlessly integrate with your corporate website.

Account Management

  • Your customers will have access to maintain all of their account information
  • They can maintain their contact information such as phone numbers, email addresses, etc
  • Customers have the ability to change their passwords and recover lost/forgotten passwords

Site/Site Asset Management

  • Your customers can maintain their site information such as billing, shipping and service location addresses
  • Site asset information is available to customers where they can review site asset details, contract coverage, and service history
  • Contract and Service Level Agreement information are presented to your customers so they can see when coverages will expire
  • For customers that have multiple service locations all of their service history is consolidated into one easy to manage dashboard

Case Creation/Monitoring

  • Your customers will have multiple options for creating cases including logging on to the customer portal and creating them online
  • When a customer creates a case your service management team is immediately notified so they can begin the problem resolution process
  • Rather than calling your call center for status your customers can view complete case and work order information history
  • Custom notification rules allow you to send automated notifications to customers at critical points in the service process

Additional Portal Tools

  • GoServicePro can provide additional service tools such as an FAQ and customer feedback tools

Sample Customer Portal Screen