The Customer Portal allows you to create new Jobs or Quotes or view existing Jobs or Quotes under your company name. Once you are added as Customer Contact, you would have received an email containing your username and password as well as a link to log in directly into the Customer Portal.
Depending on the permissions granted, you can either view only or view and edit jobs or quotes with the option to see your own quotes and jobs or everything created under your company name.
The following image is an example of a confirmation email (received once you're granted access to Customer Portal) and this contains your username and password as well as Customer Portal link.
Follow the steps below in order to completely access Customer Portal.
1. Click on the link in the email confirmation and click Log In and enter your username and password which are also found in the email.
2. Once logged in, you can access some information depending on the permissions granted.
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 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.
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When creating a quote from Customer Portal, some basic information needs to be entered and once saved, such quote becomes visible from Quotes tab in Ascora web and more information can be added from there such as assigned user, booking, etc. by an office administrator. |
See image below as an example of the quote screen when creating one.
Jobs
This is where you can see jobs and even create a New Job.
Equipment
This is where you can see Equipment and have the option to add a New Equipment.
Job Photos
All Attachments tabs will allow you to select which Attachments are visible to the Customer in the Customer Portal.
Note: Initially when files are added including Job Photos, they are not Visible in the Customer Portal. You may need to request to be given access to job photos.
