Click "Start a Session" to automatically download the application installer. Simply follow the directions on the next screen to allow technician access to your device.
View tickets, approve or decline estimates, view and pay invoices, and view assets associated with your account.
With several levels of permissions, access to your Customer Portal can be limited based on your company needs.
To create a new portal user, simply open a ticket with the name, email, and permission level requested. New users must be approved by your company administrator.
Permission Levels Include
Administrator
Full access to all portal features
Manager
Access to own: credentials, invoice/estimates, payments
Access to all: tickets, public documentation
Bookkeeper
Access to own: credentials, tickets
Access to all: invoices/estimates, payments, public documentation
End-User
Access to own: credentials, tickets
Access to all: public documentation