Made for the Commercial HVAC Service Industry
SPConnect Client Portal
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.
Highlights
Educate
Communicate
Educate
Out of sight, out of mind. Educate your customers on the value (and risk) associated with their HVAC mechanical systems.
Inform
Communicate
Educate
Keep your customers up-to-date on project statuses, maintenance schedules and recent recommendations for their equipment.
Communicate
Communicate
Communicate
Provide a simple client portal so your customers, field teams and office staff can easily keep tabs on your customer's needs.
Key Features
File Management
Store all customer-facing documents in one location, easily accessible by your customers and team members alike.
Project and Maintenance Schedules
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.
Capital Plan for Equipment Replacement
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.
Equipment Histories
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.
Building Automation Links
Provide your customers with client portal to access all HVAC-related information, including links to their building(s)' automation systems.
Support Tickets
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.
Team Directory
Through the SPConnect Client Portal, your customers will have access to your team members' directory, including headshots and contact information.