Help centre
Customer portal
Customer portal guides and lessons.
Signing in to the customer portal
2 min readWho this is for: customer contacts with portal access. What you will learn: how to sign in, reset a password and keep your account secure. Before you start The portal address fro...
The portal dashboard
2 min readWho this is for: customer portal users. What you will learn: what the dashboard shows and where to go next. What you see Tile or section Meaning Outstanding balance Total u...
Jobs and service reports
2 min readWho this is for: customer portal users. What you will learn: how to track jobs and download the service report. Find a job Select Jobs. The list is ordered by scheduled date, new...
Quotes and approvals
2 min readWho this is for: customer portal users who approve work. What you will learn: how to review a quote, accept it, decline it and understand what happens next. Review a quote Select...
Invoices and payments
2 min readWho this is for: customer portal users and accounts teams. What you will learn: how to read an invoice, download it, pay it and raise a query. Open an invoice Select Invoices. Op...
Statements and documents
2 min readWho this is for: customer portal users with billing access. What you will learn: how to read a statement and find the documents attached to your account. What a statement is A sta...
Account and support
2 min readWho this is for: customer portal users. What you will learn: how to keep your access working and how to get help quickly. Your account The portal uses the email address your provid...
FAQ and glossary
2 min readFrequently asked questions I cannot see an invoice. Invoices need billing access and must be issued. Ask your provider. Why is my balance different from my records? Allow for payme...
Service requests
2 min readWho this is for: customer portal users. What you will learn: how to ask for help, attach a photo, choose a preferred slot, cancel a request and leave feedback. Submit a request Se...