Customer Portal
Customer portal software that cuts the calls
Customers check services, delivery history, receipts and documents themselves in a secure web portal, and your phone goes quieter.
Answers customers find themselves
Visibility for them, fewer queries for you
Self-service access
Always in sync
Better relationships
Every site on one screen
Customers with several locations see them all under one account, with instant access to site details, so staying informed never means phoning your office.
Receipts and schedules on demand
Signed service receipts and schedules can be viewed and downloaded whenever they're needed. Documents live securely online, and the paper copies stop mattering.
Secure access from anywhere
The portal is fully web based, so customers log in securely from any location with nothing to install. The information is simply there when they want it.
Self-service access.
Customers view their own information in a secure portal without contacting your team, cutting inbound queries while the experience improves.
Invoices and documents.
Invoices, receipts and supporting documents in one place, stored securely and available whenever the customer needs them.
Real-time visibility.
Upcoming services, delivery schedules and completed work visible as they happen, so uncertainty never builds into a phone call.
Easy downloads.
Invoices, delivery notes and receipts downloaded instantly, making the customer's own approvals, audits and record keeping simpler.
Fewer calls and emails.
Instant access to the everyday answers saves time on both sides of the relationship, week after week.
Branded and professional.
A portal presented in your branding, so customers get a consistent experience that reflects your business.
The new admin portal.
Alongside the customer portal, the new web-based admin portal gives your own team secure access to the system from anywhere.
Questions about the portal.
What is a customer portal? +
A customer portal is a secure website where your customers log in to view their own account: service history, upcoming visits, delivery records, receipts and invoices. Information they'd otherwise request by phone or email is available on demand, which reduces inbound queries and improves transparency.
Do my customers need to install anything? +
No. The portal is fully web based, so customers log in from any browser on any device with nothing to install and nothing to update. Access is secure per account, and the information they see is always current because it syncs with Service Manager.
What can customers see in the portal? +
Customers see their sites, upcoming and completed services, delivery schedules, signed receipts, invoices and supporting documents, with downloads available for anything they need to file. Everything stays in step with Service Manager, so the portal never shows stale information.
Trusted across the industry
What our customers say.
Service businesses across the industry run on Service Manager.
I had heard about Service Manager from another washroom provider, and they recommended we get in touch as the service is superb. The Leito team have been fantastic throughout and the after-service has been exceptional.
We cannot recommend Service Manager highly enough, it will transform the way you run your business and Leito always have time to discuss any aspect of it.
Service Manager is an essential partner to our business, I would recommend it to anyone in our sector or who has a similar business model in the service industry.