Customer Portal Overview

Topic:

Customer Portal Overview

Learn how to understand our customer portal so you can support your customers once they have access.

Review the video together with the steps outlined below, then use the button provided to continue to the next topic.

This video will give you an overview of our customer portal so you can share the benefits with your customers. In this video we will cover:

Home Page
Overview of customer’s meters and any news you’ve uploaded to the portal


Dashboard
A snapshot overview of the portfolio


Pricing
A view of tenders historical, current and future pricing


Tasks
An area to view open tasks and for customers to generate enquiries and portfolio changes


Meters
Details of the customer’s meters with the functionality to submit COTs and Meter readings to you


Invoices
An area to view historic and current invoices, downloadable

News
Upload portal reports globally or for individual customers to view in the portal, from within your CRM