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Overview of the customer portal after receipt of a work order - Pest control
Overview of the customer portal after receipt of a work order - Pest control

Access to a unique Customer Portal from the very first communication with your clients

Stella Marques avatar
Written by Stella Marques
Updated over 10 months ago

Offering a customer portal provides improved accessibility

  • Your customers can access their portal at any time to consult the details of a work order, invoice or quotation.

  • Your customers can easily communicate with you

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📙 Step-by-step guide

Once the job has been completed, the work order can be sent.

All your customers have to do is access their customer portal and consult the information displayed on the work order.

  • Receipt of e-mail by customer

  • Click on Access your customer area

  • Click on document ie. work order-0012-0005.pdf

  • Display of work order with option to download or print

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