About the Customer Web Portal

The Service Manager Customer Web Portal  (VMCP) is an optional Service Manager product that allows Customers to access and transact with their service company online using a web browser. This speeds up response times providing better customer satisfaction and as an added benefit, business overheads and costs are reduced as less time is spent on telephones logging information or answering questions.

Customers can log new job requests, view the status of existing jobs, check their site and equipment details including billing history, purchase details, total cost of ownership, agreement/contract information, preventative maintenance schedules, and job related tasks and activities. Equipment, model and site searches are also readily available.

Customer Portal is accessed through the Technisoft Cloud Portal login.

In a typical scenario, a service company provides its customers with a link to a secure login page to its Technisoft Cloud Portal where the customer registers their own Cloud Portal account using their company email address and private password.

The service company will then link the customer to an existing Site Contact in Service Manager and approve access to the Cloud Portal. Customer Portal functionality will be available as soon as the customer next logs into the Cloud Portal. For more information on the Customer Portal User Approval process, please refer to the Technisoft Cloud Portal Installation and Systems Admin Guide.

An email notification will be sent automatically to the service company when a request is created in the Customer Web Portal. The service company's support staff can process the request and post it to a Service Manager Job or take other action, as required. This is done using the Service Manager Request Manager program which can also be used to create new requests as in a call center environment. Full chat functions are available, auto generating email alerts with each conversation.

About this Guide

This guide explains how to use the Service Manager Customer Web Portal.

For information on how to install and configure the Service Manager Customer Web Portal, refer to the Technisoft Cloud Portal Installation and Systems Admin Guide.

For information about Service Manager, including how to use the Service Manager Request Manager program, refer to the Service Manager User Guide.

Assumptions

It is assumed that the Service Manager Customer Web Portal and all associated programs have been installed correctly at the service company and that the service company has enabled you to access its Customer Web Portal.

Further Information

If you are an End User and would like more information about this product, please contact your Sage 300 Solution Provider.

If you are a Business Partner and would like more information about this product, please contact Technisoft at technisoft@technisoft.com.