How to access the Customer Portal

The Customer Portal allows you to create new Jobs or Quotes or view existing Jobs or Quotes linked to your company. Once you've been added as Contact, you will receive an email containing your username and password as well as a link to the Login Page for the Ascora Customer Portal.

Depending on the permissions granted, you'll be able to:

1. Maintain your Companies details
2. View Jobs or Quotes
3. Create or Edit Jobs or Quotes

Here's an example of the welcome email sent once you've been granted access to the Ascora Customer Portal.  It contains all the details you'll need to login and get started in the Customer Portal.

Once you've clicked the login link you'll be able to jump into the Ascora Customer Portal by entering the Username and Password which can also be found in the email.

Once in the Customer Portal you'll see a number of navigation links across the top.

My Details

This is where you can see your company information such as address and contact details and you can update if necessary.

Quotes

This is where you can see your existing Quotes and even create a new Quote.

In this example, we've granted permission to View and Edit All Quotes as well as Create New Quotes.

Here's an example of the details displayed when creating a new Quote from the Ascora Customer Portal.

Jobs

This is where you can see Jobs and even create a new Job.   When viewing a Job you'll also be able to see other key job data, such as the Time Logged, Date Booked and Work Undertaken.

Equipment

This is where you can see Equipment and have the option to add a New Equipment.  Equipment represents the various assets or plant that may be serviced or maintained - for example filters, air conditioners or vehicles.

Job Photos

Job Photos and any other documents attached to the Job will be displayed in the Job Details.  You'll be able to view or download any of the photos taken on the Job.