Portal Tour

The customer portal offers a consolidated view of your service relationship. This tour explains what you can expect to find on each page and how to interpret the information shown.

Portal Overview#

The landing page greets you after signing in. It highlights:

• Recent Requests – the five most recent orders with quick links to their detail pages.
• Outstanding Invoices – any balances awaiting payment, including invoice numbers and amounts.
• Notifications Feed – approvals, schedule changes, or technician updates that require attention.
• Start Session Button – launches a secure chat window with support when live assistance is available.

Use the shortcuts above the cards to open the full requests list, browse your assets, or create a new order.

Requests#

Select Portal → Requests to access the complete history of work linked to your organisation.

• Filter by status, priority, or creation date to focus on active work.
• Search by order number, asset tag, or site name.
• Open an order to view the timeline, attachments, invoices, and technician notes.
• Export the list as CSV to reconcile against your internal systems.

Orders Detail Page#

Each order has several tabs:

• Summary – status ribbon, assigned technicians, and key dates.
• Timeline – chronological history of updates, including recommendations and approvals.
• Attachments – upload or download supporting documents. Drag-and-drop is supported.
• Invoices – preview and download billing documents related to the order.
• Parts & Labour – review logged work, installed components, and associated costs.

Use the Respond button at the top of the page to approve technician recommendations or ask follow-up questions.

Assets#

The Assets area lists equipment registered to your account.

• Each asset shows serial numbers, locations, and the most recent service order.
• Create new assets directly from this page or from within the order form.
• Export the asset list when you need to share equipment records with internal teams.

Invoices#

The invoices page provides a searchable archive of billing documents.

• Filter by status (Outstanding, Paid, or Voided) and by date range.
• Open an invoice to download a PDF copy and view the parts and labour breakdown.
• Add notes for your internal finance team. Notes are visible only to your organisation.

Profile & Preferences#

In Portal → Profile you can:

• Update contact details and opt into digest-style notifications.
• Configure whether you receive SMS alerts (when enabled for your organisation).
• Review and download the audit log that records every login associated with your account.

Tips for Power Users#

• Bookmark frequently accessed filters—for example, open requests by site—and share the URLs with colleagues.
• Use the CSV exports to feed performance metrics into your BI tools.
• Encourage colleagues to create their own accounts rather than sharing logins so the audit log remains accurate.

Need to learn more about the workflow itself? Continue with the Customer Guide or review status rules in the Order Flow reference.