Client Portal Instructions
To Log In:
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Logging on for the first time? Complete this form to receive your account information
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Returning Users: Go to the Client Portal and enter your email and password.
Account Management
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From the dashboard after logging in, click on “Edit Profile”.
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From this screen, you can change your Name, Address, Primary Phone Number, Email Account and Password for your profile in the client portal.
*You may not see all of these fields if the setting “Use Company Address” is set to “Yes.” If you’d like to add your own individual address, set this field to “No” to see the additional fields.
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Save your changes.
Creating a New Request
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Click on “New Support Request” button.
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Select an option on the “What is the nature of your request?” drop down. The form may change or request other/additional information depending on your selection.
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Fill out the rest of the form as required. Provide as much detail as possible and any screenshots or related documents.
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Click “Submit Support Request” button.
Managing Requests
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Ticket will now show up in your “Support Requests” tab as an active ticket.
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Click on the ticket to see messages from our Support staff or to send additional messages/information.
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You will receive an email notification when someone from our Support staff responds to you in a ticket. You will need to log in to the Portal to reply back or take any of the following actions:
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You can also approve/decline proposed estimates.
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Our Support staff can also upload files/screenshots for your review.
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You can add additional subscribers to a ticket if there are other members of your company with client portal access so that multiple users will receive notifications when something happens on a ticket.
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Once a ticket is completed, the status will change to “Completed” and you will need to change your view on the portal to view it.
Change the “Ticket Status” from “Open” to “Completed” to view all completed tickets or change it to “All” to view all tickets, active and completed.
