Customer Portal

Module

Customer Portal

Give customers direct visibility into their service operations — without any back office involvement.

Features

Self-service Access

Customers track their own service — without calling you. Log in to a dedicated portal to view open incidents, service history and machine status. Fewer status calls, more transparency.

Incident Tracking

Real-time status — always available. Customers track open incidents and escalations without contacting the back office. Status updates visible the moment they happen in iqpdb™.

01

Service History

Complete transparency on every interaction. Full service visit history — dates, engineers, work performed and signed reports. Available to the customer at any time, for any machine.

02

Document Access

Documents available on demand — no requests needed. Service report PDFs, certificates and other documents downloadable directly from the portal. Customers have their documentation instantly.

03

Machine Overview

Full visibility into every installed machine. Service history per unit, open incidents and upcoming maintenance visits — all in one view for the customer.

04

Survey Responses

Feedback collected where customers already are. Complete satisfaction surveys directly through the portal. Integrated with the Customer Surveys module for seamless distribution and tracking.

05

Invoice Access

Invoices downloadable without contacting accounting. Customers view and download invoices and quotations directly from the portal. Reduces routine document requests to zero.

06

Free Customer License

Meaningful visibility at no additional cost. The Customer Portal is provided at no extra license fee. Customers get transparency into their service operations without adding to your software budget.

Who uses it

Customer

Primary user — tracks service status and accesses documents

Local Service Coordinator

Manages what customers can see and access

Service Manager

Uses portal as a customer satisfaction and retention tool

Accounting

Customers access invoices directly, reducing admin requests

Connected Modules

• Service Reporting — signed reports available for customer download
• Incident Management — customers track incident status in real time
• Product Management — machine overview visible to customers
• Customer Surveys — surveys completed through the portal
• Accounting — invoices and quotes accessible from portal