Giving your customers easy access to the simPRO Customer Portal means they can stay in the know of their every quote, job and invoice and even request quotes and book jobs online. Plus, they can log in to the Portal any place, any time, and you control what they see!
Because your customers can book jobs as well as request and accept quotes through the Portal, you’re in the best position to win repeat work for your business.
Give your customers access to see their outstanding invoices, so they can make payment right then and there in the Portal. Get paid faster and keep your business running smoothly. Customers can also view and print their account statements.
If your business is running on simPRO, your customers can log in to the portal to view their planned maintenance; to see service and transfer history and other detailed reports such as the Defect Report* and Test History Report.
The simPRO Customer Portal is included in your simPRO licence – you don’t pay anything extra to offer it to your customers. And, you can control what your customers can see and do in the Portal.
Help your customers get a handle on the simPRO Customer Portal. Share this article from our Help Guide for easy-to-follow instructions!*simPRO users must have the simPRO Maintenance Planner Add-on to run these reports.