What customers see
For the office team
Each portal user sees only their own organisation’s records for the sites you gave them.
What they see
Section titled “What they see”| In the portal | What’s shown |
|---|---|
| Jobs | Reference, description, site, progress in plain words, visit times, customer notes |
| Visits | Date and time window, the engineer’s first name once the visit is sent to them, when they set off and arrived |
| Files | Photos and files marked as visible to the customer, job reports, certificates |
| Quotes | Quotes you’ve sent: wording, prices and VAT, as in the quote email |
| Invoices | Issued invoices and credit notes, with what’s still to pay. Only with See invoices |
| Equipment | Equipment at their sites, last check and result, next planned date, certificate. Only with See documents and equipment |
What they never see
Section titled “What they never see”- Internal notes and internal files
- Costs, margins, labour and parts lines
- Draft quotes and invoices, and anything waiting for your approval
- Engineers’ surnames and phone numbers
- Other customers’ records, or sites you didn’t give them
Notes and files are internal unless someone marks them visible to the customer. Before and after photos from visits are visible by default.
Job progress uses plain words: Request received, Visit booked, Engineer on the way, Engineer on site, More work needed, Waiting for parts, Complete or Cancelled.