Table of Contents
Customer Portal
The Call2Field Customer Portal has been designed to allow your Customers to view and download their Job information, as well as add new Calls if necessary.
The Login screen can be customised to contain your company logo.
Dashboard
The Dashboard consists of the seven different pages within the portal. Each one is designed to perform a different task.
Add Call
Add Call allows your Customers to add a Call into your Call2Field system from their Portal login. They can search for and select the Site and Equipment that the Call is for, fill in the Call Type, Problem Notes etc and then submit it to your database.
Existing Calls
The Existing Calls screen is used to show a list of all currently ongoing Calls for that Customer. They can use the search bar at the top of this list to filter it down, either by typing in a Site Name, Serial Number, Call Type/Status etc. or they can leave it blank for a list of all Calls.
Completed Calls
Completed Calls will allow your Customer to view all of the Calls which have been completed for their various Sites/Equipment records. This list can be filtered either by Site, Equipment, Date range, or show all records.
Documents
The Documents page will list any attachments on the Customer Portal for that particular Customer. These can then be viewed/downloaded by the Customer as and when they need them.
List Equipment
The List Equipment page is used to display all Equipment, either for the Customer in general, or filtered by Site. This list can also be filtered by Product, so the Customer could see how many ‘Dry Cleaning Machines’ they had within the system.
Invoices
The Invoices page will show a list of all Invoices for that Customer, which can be downloaded. As with other pages on the Portal, there is a search bar which can be used to filter the search, for example by Site Name, Call Number, Invoice Number etc.
Quotes
The Quotes page will show a list of all Quotes for that Customer, which can be downloaded. As with other pages on the Portal, there is a search bar which can be used to filter the search, for example by Site Name, Call Number, Quote Number etc.
