CORE PRODUCT FEATURE
ADD-ON FEATURE

Smart Portals for your End-Customers

Offer your customers an effortless way to select time slots, confirm locations, and view status updates, all while optimizing field operations.

Automated reminders help prevent missed appointments
Customers save time by easily choosing preferred time slots and locations
Increase customer satisfaction with real-time tracking of technicians
Ensure technicians arrive on time, reducing errors and delays
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Provide incredible service to your end-customers while cutting your operational costs

End-Customer Portals are dynamic interfaces that are available to each of your end-customers through one of the following methods:

  1. Your customers can register and use their Username and password to access the portal
  2. You can set up "Magic Links" that are unique to each individual customer, through which they can securely access the portal
  3. If you'd like to take it to the next step, you can set up your own mobile apps which can show our portals interface

The portals can have several sub sections and can display a wide variety of informational or transactional content:

  • Instead of relying on phone calls or manual scheduling, end customers can request for services and pick time slots online for the visits.
  • They can confirm their location on a map so that your teams don't struggle to find the service locations.
  • They can receive timely updates about their appointments.
  • They can view updates and ETAs in real time.

Being integrated into the routing system, this optimizes the daily planning for field agents, and ensures seamless communication between businesses and their clients.

Effortless Self-Scheduling

A web page is dynamically generated for every individual end-customer, which contains:

  • Calendar for choosing convenient time slots - we usually recommend the option to choose multiple time slots, which can aid in better routing
  • A map to pick the service location, with a handy "My current location" button that can automatically choose the user's current location.

We've seen that end-customers LOVE this feature for convenience, and you save a lot of time by not having to do phone calls.

Ensuring Location Accuracy

Ensure technicians or field agents reach the right location with GPS-based address confirmations integrated into the booking process.

  • Capture exact customer locations.
  • Minimize travel time with routing integration.
  • Avoid miscommunication errors.
  • Offer customers flexibility to adjust locations.

Automated Reminders

Keep customers informed with regular updates and reminders about their appointments, minimizing missed visits.

  • Send reminders via SMS, email, or notifications.
  • Provide real-time updates on service status.
  • Reduce no-shows significantly.
  • Build trust through proactive communication.

Integrate Real-time ETA

Wouldn't it be awesome if the customer could just open a web page using a unique link and know the real-time location of the enroute technician?

  • Keep customers informed with automated updates on their appointment status.
  • Allow customers to track the technician's arrival in real time, increasing trust.
  • Enhance customer satisfaction by providing clear and timely communication.

Dynamic Task Routing

Link appointments to field agents’ routing systems, ensuring timely arrivals and efficient use of resources.

  • Optimize routes dynamically based on schedules.
  • Reduce travel time for field agents, ensuring timely service delivery.

Improved Service Accuracy

Centralize appointment data and directly link it to operational workflows to minimize human error, reducing cancellations and missed appointments.

  • Ensure all appointment details are accurately captured and accessible.
  • Reduce scheduling conflicts and errors, leading to fewer cancellations.
  • Improve the overall customer experience by maintaining consistent, reliable service.

Simplify Scheduling, Enhance Customer Satisfaction

The Customer Portal feature bridges the gap between businesses and their customers by offering a hassle-free way to communicate requests and get updates. With self-service booking, the ability to pin the service location on a map, and real-time reminders, you can ensure timely service and happier clients. Optimize your operations and build trust through transparency and efficiency.

Digitize your operations by implementing Portals for End-Customers today!
Click here to get started >

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