6
Level 6
Customer Portal
A dedicated guide for your customers. Show them how to log in, track jobs, approve quotes, pay invoices, and contact support — all without calling the office.
7 lessons
·
38 min total
·
office staff, owner
Lessons in this level
1
What is the Customer Portal?
5 min
office staff
owner
2
How Customers Log In
5 min
office staff
owner
3
Tracking Jobs in the Portal
5 min
office staff
owner
4
Viewing and Approving Quotes
6 min
office staff
owner
5
Paying Invoices Online
7 min
office staff
owner
6
Raising Support Requests
5 min
office staff
owner
7
Certificates and Documents
5 min
office staff
owner
Level Overview
- Lessons
- 7
- Duration
- ~38 min
- For
- Office Staff, Owner