Customer Portal Features
Included with Connect2Field is our customer portal for your preferred clients to view all current/historical jobs and invoices.
You can choose to give them the ability to create\edit jobs as well.
This is just an overview on the features available in our Customers portal. For more information on setting up a customers portal click here
Customers Portal Weblink
You can give this link to all the customers whom you wish to give access to the customer portal
1) You can search for jobs via their Status/Type or Job codes.. Also add a new job from here (explained later)
2) Choose Print to print the job card.. If any images have been attached to a job, they would appear here..
3) Click view to open the job card to view job/service details
How Customers can add a New Job
When you create an account for your customers, you can select if you would like them to have the ability to add a new job.
Clicking on Add job brings up the Add Job Screen as above.. Fill up required details..
The job created by the customer is immediately shown in the Admin Job Central upon saving. The job appears as an assigned Job. It will not be dispatched automatically.. The administrator will have to dispatch the job before the Field Worker receives the Job.
How to Add a New Job via Scheduler
Customer can view their dedicated Field Workers Calendar.
If you click and drag in any of the blank spots, you can add a job directly into the scheduler.
For more information on using Connect2Fields scheduler click here
Viewing Documents attached to Customers Account
Your customer can view any documents you have attach to their account
Add your comment