Customer Portal

Customer Portal

A place for your customers to see and update tickets, view past quotes and invoices, share files, and access the knowledge base for quick answers to questions.

Your relationship history at a glance

The customer portal shows logged in customers elements of their relationship history with you. You can choose to let them see things like the status of recent tickets they’ve submitted; quotes, invoices, and a number of other records that you have related to them in QuarterMaster.

Exchange documents and files

Customers can share documents and files directly through the customer portal, eliminating the need for email threads and manual attachments to their contact records.

Knowledge Base: quick access to common questions

The customer portal has direct access to your company knowledge base, ensuring that simple questions don’t call for the time of your support team.

Create, submit, and update tickets

If the knowledge base isn’t enough to resolve a customer issue, customers can submit cases and attach files directly through the customer portal. Afterward, they can return to view statuses and update information as needed.