Overview
The Customer Portal within CoreBridge allows you to provide a place where your customers can view proofs, approve estimates, request bids, pay invoices, etc. from any device at any time that is convenient for them. Your customers will appreciate the ease with which they can now access your products and resources through the Customer Portal.
As a user (employee) within CoreBridge you can access your customer's portal at any time by clicking the Access Customer Portal link on the customer record as shown below.
Your company’s logo and branding are present in the Customer Portal which gives you a professional landing page for your customers to visit. When they log in, customers are greeted by their name and company name. Automatic updates inform customers when their order progresses and when their attention is needed, facilitating better communication and a much smoother business relationship. Action items are clearly displayed on the home page and an easy to navigate menu is always visible on the left of the screen.
Through the Customer Portal, each customer has the ability to view a complete order history of their purchases and view all current estimates and approve them. Progress with current orders is easily tracked with the ability to approve proofs, request changes to proofs, print off their invoice, or pay their invoice.
Table of Contents
Training Guides & Activation
The quickest way to learn how to activate the customer portal and using the basic functions is to complete the in-app training guides for the customer portal.
- Please see this article for the guide names for Lesson 17: Interactive Training Path - Owners & Managers
Features
- Reviewing & Approving Estimates
- Submitting Change Requests on Estimates & Proofs
- Approving Proofs
- Adding Notes
- Reordering Past Orders
- Posting Payments to Orders