Customer Portal

This article relates to the following pro-Forms modules: WORK MANAGER To set up access to the Customer Portal for a customer, navigate to the require customer and click on the 'Customer Portal' tab. Then, toggle on the 'Use... Read More

This article relates to the following pro-Forms modules: WORK MANAGER The Customer Portal allows users to request: Jobs to be created Quotes to be raised Assets to be added  This article describes how to configure which users get notified... Read More

This article relates to the following pro-Forms modules: WORK MANAGER The Customer Portal gives your customers a self-service way to request jobs, quotes and assets directly, without needing to call or email you. Access must first be... Read More