Instant information - the way your customers want to see it. SPConnect's Client Portal was designed by clients themselves and provides everything you need in contractor software.
Out of sight, out of mind. Educate your customers on the value (and risk) associated with their HVAC mechanical systems.
Keep your customers up-to-date on project statuses, maintenance schedules and recent recommendations for their equipment.
Provide a simple client portal so your customers, field teams and office staff can easily keep tabs on your customer's needs.
Store all customer-facing documents in one location, easily accessible by your customers and team members alike.
Keep your customers informed on the progress of any major Projects or Service Agreement. Easily provide your customers with key dates and customer-facing notes.
Build a comprehensive capital plan for equipment replacement right into your customer's Portal. Prioritize replacement using red/yellow/green indicators and a simple ROI calculation.
Repair or replace? Keeping a history of repairs on equipment is key to helping your customers make the most fiscally responsible decisions for their budgets.
Provide your customers with client portal to access all HVAC-related information, including links to their building(s)' automation systems.
Your customers can submit and track support tickets, which may be a request for a quote, a billing question or any other non-urgent support request.
Through the SPConnect Client Portal, your customers will have access to your team members' directory, including headshots and contact information.
We get it. For some customers, less is more. You have the ability to show or hide as much as you want - customer by customer.
With the exception of the Capital Plan and Building Automation Links, the rest of the information found in the Client Portal is generated by your daily operational activities. There are no requirements for duplicate entries to keep your customers up-to-date.
Currently, there are no connections to billing history or any payment information, although it is on the development road map. We also don't show the customer the results of any Work Orders that haven't gone through an internal review process first.