By setting up a Web Portal for your Company you can easily offer a much higher level of service to your Customers. All that your Customers need is a Bookmark in their Web browser to make a visit to your Web pages that have been designed for their convenience.
Here is a miniaturized sample Web Portal Home Page for a sample company called ANC Heat and Air. For full-size view and explanation of this layout, see the Portal Welcome Page.
The Company Web Portal is an add-on feature in FieldOne, paid for separately. To enable this feature, see Getting Started. For further explanation of functions and benefits, see Understanding the Web Portal below. Here are a few of the advantages:
| 1. | Only the Web Portal offers your Customer himself the ability to directly enter new Service Requests without a phone call, but with Email Notification, if desired. These are then imported into FieldOne by your staff for processing and responses sent back to the Web Portal. Of course, the phone can be used also, but this can be very useful to your Customer. |
| 2. | Your Customers will have a convenient and speedy way to access data they share with your company, and this can save a lot of time for both parties. For instance: |
| • | Without contacting you, your Customer can review progress on Work Orders and Schedules and add Notes for your staff to see. |
| • | You can reduce long telephone discussions, since the Customer can see any Invoice (and all Payments applied) and also any Payment (and all Invoices applied-to). |
With a simple click of the mouse Portal Users can access many types of data from your files.
Service Requests
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Work Orders
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Job Sites
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Invoices
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Payments
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Equipment
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At the same time, your Company has three very flexible levels of control over the Access Rights of any type of data appearing in the Portal.
Company Level
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Customer Level
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Portal User Level
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The following sub-topics give full explanation of the Company Web Portal:
If desired, you could print or otherwise supply the following two topics to help your own Customers make the best use of the Web Portal screens that they use:
Understanding the Web Portal:
Web Portals have recently become popular as an easy way for companies to serve their customers and keep in better touch. Here are some of the functions and benefits of this feature:
| • | Technically advanced for the Web and fully Ajax-enabled |
| • | User-friendly, intuitive web portal where your Customers can log in, using a Web Bookmark for the Log-in Page |
| • | Lots of easy manipulation by the Portal User in sorting, grouping, and handling other visual elements of the portal, during the visit to the Web Portal |
| • | Ability for the Portal User to export your company's data for spreadsheets and input to other applications |
| ► | Customers can record Service Requests and see Status updates |
| ► | Customers can record Feedback on Service Requests and your office can reply |
| • | Customers can view their Work Orders and Schedules, as well as leave Feedback on their jobs |
| • | Customers can view their Invoices, their details, Payments applied and Amount Due |
| • | Customers can review their Payment history and see to which Invoices Payments were applied |
| ► | multiple logins per Customer |
| ► | logins for certain "groups," such as departments, as well as for individual users |
| ► | logins limited to certain Job Sites |
| ► | security control at the individual login level, as well as at higher levels |
| ► | Access control on the Company level, Customer level or Login level |
| ► | Every feature on the portal configurable, to allow/disallow on a Company level, Customer level or Login level |
| • | Options for your own Company: |
Page url: http://www.fieldone.com/startech/help/index.html?_use_customer_web_portal.htm
