What is Customer Portal?
Understand what Customer Portal does, when to use it, and what customers can do there.
Customer Portal gives customers a self-service environment in OutSmart.
Customers can log in, submit requests, and follow shared information.
What Customer Portal helps you do
let customers create work order requests themselves
show orders, invoices, objects, and documents
reduce manual intake by phone or email
When to use it
Use Customer Portal when customers submit frequent requests.
It also helps when customers need a clear status overview.
What customers can do
Depending on your settings, customers can:
create a new request
view work orders and invoices
open objects and documents
Frequently asked questions
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