The portal dashboard

Who this is for: customer portal users.

What you will learn: what the dashboard shows and where to go next.

What you see

Read the balance correctly

The outstanding balance is the sum of unpaid invoice balances. It does not include:

• quotes you have not accepted
• invoices already paid but not yet cleared by the bank
• credit notes not yet applied

If a payment is missing, allow for bank clearing time before raising a query.

Open a job

1. Select Jobs in the top navigation.
2. Choose a job.
3. Read the status and scheduled window.
4. Open the service report when the job is complete.

Open a quote or invoice

• Quotes — review, accept or decline.
• Invoices — view balances, download PDFs and raise a query.
• Statements — view account statements, if your provider has enabled billing access.

What you cannot see

For security and commercial reasons, the portal does not show:

• other customers
• internal staff notes
• worker costs or margins
• other sites you are not linked to
• draft documents

Tips

• Tip: Bookmark the portal address.
• Tip: Use the PDF download when you need to send a document to your finance team.
• Tip: If a job is missing, contact your provider — it may not have been scheduled yet.

Check your understanding

1. What does the outstanding balance include?
2. Where do you accept a quote?
3. Name two things the portal deliberately hides.

Related: Jobs and service reports · Quotes and approvals