Customer Portal
For Customers Whose Needs Go Beyond Orders
Some customer relationships are simple: order, deliver, invoice. Others are not. A maintenance client may need to see which assets are covered, when the next visit is due, what an engineer found last time and where the latest compliance certificate is. The Enapps Customer Portal provides a live view of the information that matters, including assets, visits, paperwork and compliance. And because no two service businesses work in exactly the same way, each portal is tailored around the information and functionality their customers actually need.
Customer Portal Key Benefits
The Whole Contract in One Place
Customers can see assets under contract, service history and upcoming visits without needing to contact the business. Information reflects the live position in Enapps, rather than a separate copy of the data.
Paperwork Without the Chasing
Job sheets, completed forms, photographs and signatures can be made available as work is completed. Customers can access the information they need without repeatedly requesting reports or paperwork from the service team.
Compliance Made Accessible
Certificates and compliance documents can be held against the relevant assets and visits, making them easier to access when audits, inspections or renewals come around.
Tailored to the Relationship
Every portal is built around the specific requirements of the business and its customers. Records, documents and actions can be configured around the information that matters, with the portal maintained as part of the Enapps service.
Key Features
Assets and Contracts
The functionality included within a Customer Portal is shaped around each client’s requirements. A typical service and maintenance portal can include:
- Assets Under Contract: Customers can view their equipment, including its condition, cover and contract position.
- Service History: Details of work carried out, when it was completed and who carried it out, linked to the relevant asset.
- Scheduled Visits: Upcoming planned maintenance visits are visible in advance, helping customers plan site access and minimise disruption.
Paperwork and Compliance
- Completed Job Records: Site forms, readings, checklists, photographs and customer signatures can be published as work is completed.
- Certificates and Compliance Documents: Documents can be held against the relevant asset or visit, making them readily available for audits and renewals.
- Document Downloads: Documents generated from the ERP remain available through the portal, providing access to the current version.
Access and Control
- Per-Contact Permissions: Administrators control which records and information each customer contact can access.
- Simple, Secure Sign-In: Customers can sign in using a one-time code sent to their email address. Microsoft 365 Single Sign-On can also be enabled for external users where required.
- Same Instance, Same Rules: The portal works directly with the client’s dedicated Enapps instance and follows the same security model as the ERP.
A customer portal built around the business
For maintenance providers, service contractors and project businesses, the Enapps Customer Portal provides customers with a live, professional view of the information that matters to them. Rather than creating another disconnected system, the portal works alongside the ERP, bringing contracts, assets, visits, paperwork and compliance information together in one place.
