Self-Serve Portal

Self-Serve Portal

Self-Serve Portal

Our customers have 24/7 access to our self-serve portal using their unique User Id and Password. The Self-serve portal is found on our website by clicking on the Professional Login tab. If you or your team members don’t already have access, you may request access by clicking on the ‘Request Form’ button found at the bottom of this page. Once we receive your completed request form, we will send you an email with your login credentials and instructions.

BENEFITS OF OUR PORTAL

Our self-serve portal is accessible via any device and through mobile, tablet or desktop. You can easily create jobs, follow up on the status of previous jobs and upload or download necessary files. To help monitor any activity within your portal, we will send you email notifications when there are updates and/or changes within your account; such as status changes to your jobs or permit availability based on your requests.

With our search option, our clients can easily access jobs within our portal and not have to mine through many jobs to find them. Our goal is to always create efficiency for our customers and make sure that they have quick and easy access to the information/documents they need for each job. Having access to a private dashboard our clients can send documents that pertain to a certain job directly from the portal and retrieve them quickly when they need it.

THE DIFFERENCE

The companies that choose to utilize our self-serve portal are successful because they can complete tasks quickly, follow up on the status of the jobs within the dashboard, access documents related to jobs and send us documents as needed. All documents pertaining to a job are housed and completed from one dashboard quickly and effectively. There is no need to keep up with multiple emails, look through daunting files for hours, call to find out the status of a job; you can easily search and access the details of all jobs quickly. Companies who utilize our platform are successful because they have access to pertinent information that they need 24/7 and from any device.

MULTIPLE ACCOUNTS

Many of the companies we work with will create multiple accounts for each one of their technicians to make sure that their team members are managing their jobs in their own private portal. This helps with keeping each team member organized and responsible for only the jobs that they are working on. We look forward to working with you and your team in helping manage your jobs efficient, organized and timely.