Features
Account Management
ServicePortal establishes an account management model that ties your key customer data together in a simple to use, hierarchical relationship between accounts and buildings. What this means to you is that the application feels more natural and comfortable which means less time learning the tool and more time using it to solve your business challenges!
Ticket Management
Tickets are a centralized, flexible, and configurable means of communicating both internally with your staff and externally with your customers. Every building in the system is managed individually, allowing you to have unique ticket configurations based on the needs of that particular building. You establish the rules for who on your staff gets a ticket, thus ensuring timely delivery, execution, and closure!
Task Management
The ServicePortal Task Management module is a to-do list on steroids! Your operations management staff will be able to centrally coordinate tasks, both one-off and recurring, for their entire staff. They'll be able to track documents, status, and issues associated with those tasks. When needed, they can easily reassign tasks based on the changing demands of the business. The end result? Work is assigned, executed, and tracked from within one system making your operations management job just a little bit easier.
Role-based User Experience
One-size-fits-all software solutions typically mean that there is a considerable learning curve just to be able to do the basics within the application. ServicePortal takes a different approach. We provide a dual-interface system that is custom tailored to the role of the user. For example, your customers will only see what they are entitled and need to see in a unique interface designed specifically for their experience. This means that your customers will be able to get to information faster and easier with less support from you!
Non-Technical Administration
We understand that you might not be the most technical person, and that's okay! At ServicePortal, we've taken the pain out of managing your account through a very intuitive, non-technical administrative interface! Do you know how to point and click? That's all it takes to administer your ServicePortal account! No need to go back to school to get your IT degree or hire an IT guy to make it work! If you still have a question, just give us a call.
Centralized Document Storage
It's no surprise that every building in your portfolio has documents associated with it. Whether those documents are contracts, invoices, proposals, building instructions, etc., each building has them. Now, with ServicePortal, all those documents can be managed in one place! Whether internal only or customer facing, the documents you enter into ServicePortal are easily shared and retrieved with the appropriate people. Instead of trying to figure out where you put that important document for your customer's building, you'll know and you'll be able to retrieve it immediately, saving you valuable time!