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Customer Login

Book in jobs, request quotes & estimates, manage invoices and more

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Features at a glance

Jobs

Book in a new job or view a current jobs status

Quotes

Request a new quote or view existing quotes

Invoices

View and download your invoices

Estimates

Request job estimates to service your assets

Company

Manage access, locations and assets

Customer portal help guide

To log in, you will need your login details, username and password. You will receive this information in an email, if you would like this to be re-sent please let us know.

After you have logged in, you will be taken to the main screen of the portal; to the Pending Jobs page. Your name will appear in the top right corner, next to the logout icon; the main menu options display across the top of the screen.

You can view and edit your company and contact details by hovering your mouse over your name in the top right corner and clicking Preferences. Under the Profile tab you will see sub- tabs for Details, Contacts and Attachments.

You can create additional login details for your customer portal when editing or creating a contact.

  1. Hover over your name in the top right corner and click Preferences.
  2. Under Profile, click the Contacts sub-tab.
  3. Open the contact you wish to create login details for or create a new contact.
  4. Under Login Active, select Yes.
  5. Enter a new Username and Password for the employee.
  6. Under Page Access, select the pages you wish the employee to have access to through the portal.
  7. Under Site Access, click an available site to move it to the Assigned Sites field. The employee will be
  8. able to access information for Assigned Sites only.
  9. Click Save below the contact.
  10. Click Save or Finish in the top right.

The employee will then be able to log in to the customer portal, using the original URL you received along with their new username and password. You can repeat this process for as many employees as necessary.

View the details of your quotes and request a quote.

  1. Hover over Quotes at the top of the page.
  2. Click Outstanding or Actioned, depending on the quotes you wish to view.
  3. View quote details as required. To find a specific quote, enter a quote number in the search bar and click Search.

To switch between Outstanding and Actioned quotes, click the appropriate sub-tab.

To print a quote, click Options > Print Quote.

To view or upload attachments, click Options > Attachments.

To download a spreadsheet of quote details, click the grey arrow icon in the top right corner, then click CSV. To request a quote:

  1. Click Request a Quote at the top right corner of the screen.
  2. Select a Site for the quote, or click Create New to create a new site, then return to this screen.
  3. Select a Customer Contact.
  4. If required, enter an Order Number and select a Preferred Date using the date picker.
  5. In the Description field, enter as much detail as you can about the work you would like us to provide a quote for.
  6. When finished, click Submit. Your quote will then appear in our system for review.

View the status and details of your jobs through the portal.

  1. Hover over Jobs at the top of the page.
  2. Click the stage you wish to view, such as Pending or Complete.
  3. View job details as required. To find a specific job, enter a job number in the search bar and click Search.

To switch between Pending, Progress, Complete, Invoiced and Archive jobs, click the appropriate sub-tab. To print a job, click Options > Print Job.

To view or upload attachments, click Options > Attachments.

To view associated invoices, click the … button to the right of Options for details.

To download a spreadsheet of job details, click the grey arrow icon in the top right corner, then click CSV. To book a job:

  1. Click Book a Job at the top right corner of the screen.
  2. Select a Site for the job, or click Create New to create a new site, then return to this screen. Select a Customer Contact.
  3. If required, enter an Order Number and select a Preferred Date using the date picker.
  4. In the Description field, enter as much detail as you can about the job.

Your job will appear in our system for review and scheduling.

Hover over Assets at the top of the page.

  1. Click View Assets.
  2. Click the Site you wish to view assets for.
  3. Assets are grouped by type. Scroll to find the asset or enter an asset number into the search bar and
  4. click Search.
  5. Click the asset. It will open in a pop-up window.
  6. View the Service History details as required.

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