We're excited to announce that our customer portal is now a full self-serve experience and the UI has been updated. Customers register for the portal with the billing contact email address they have on file in Pool Brain (no invite needed). New permission controls allow you to choose what each customer can see and do.
Customers can now access invoice, payment, quote, job, and route stop history. They can add and update their own payment methods, activate autopay, manage which properties are auto-paid on specific payment methods, pay invoices, approve or deny quotes, ask questions on quotes, leave feedback on jobs, ask questions in general, and more!
This is a powerful time saving feature as this eliminates 90% of the reasons a customer would need to contact your office and creates an amazing support experience for your customers.
New Customer Portal Access and UI
Your company logo is displayed on the login page and inside the portal itself
Customers can register for customer portal access using the email address for the "billing contact" in their Pool Brain account (If they've previously registered under a different email and try to login, they'll receive a message asking them to register with their billing email instead)
If the same billing contact email exists for multiple customers, they can select which customer account to view from a drop down menu in the portal
Overall UI has been improved throughout the portal
Customer portal experience has been optimized for mobile web browsers
Manage Billing In Customer Portal
Customers can do all of the following and more:
View payments, refunds, invoices, and which payments are applied to which invoices
Pay invoices without leaving the portal
Add new payment methods or update existing ones
Manage auto-pay for any payment method and property
Manage Quotes In Customer Portal
Customers can do all of the following and more:
View details for quotes that have been previously approved or denied
View open quotes awaiting approval
("OPEN" status quotes only display in portal if quote has been sent to customer)
Approve a quote, deny a quote, or ask a question without leaving the portal
Review Job & Route Stop History In Customer Portal
Customers can do all of the following and more:
Switch between properties with a click
One time jobs in "Completed", "Closed", or "No Access" status will be displayed. No other jobs (including not started jobs) will display to customer
Route stops in "Completed" or "No Access" status will be displayed. No other route stops (including not started route stops) will display to customer
View job type, technician, start time (not end time), chemical readings, chemicals added, and job photos (photos won't display for an item that is set to not display in job email)
Leave feedback directly on the job
(feedback is recorded to technician and customer records and you receive email notification immediately)
New Customer Portal Permission Controls
New default permissions now exist in the "Customer Portal" tab of "Settings" page. These settings apply to all newly created customers by default.
The same permissions can be controlled for each customer by hovering over the customer's name at the top left of a customer page (hover over the green customer permission icon, then toggle the permissions on or off as desired)
Can view jobs & route stops
Customer can access job and route stop history page (if permission is OFF, they will not see the option to access this page as if it doesn't exist)
Hide chemical readings (sub-permission)
Customer can't view which readings were taken on a job or route stop (if permission is OFF, they can view which readings were taken)
Hide chemicals added (sub-permission)
Customer can't view which chemicals were add on a job or route stop (if permission is OFF, they can view which chemicals were added)
Can view invoices, payments, & payment methods
Customer can access billing page where they can view payment and invoice history. They can also manage payment methods and auto-pay. (if permission is OFF, they will not see the option to access this page as if it doesn't exist)
Allow customers to deactivate auto-pay for a property
Customers can turn off auto-pay on any property or payment method
(if permission is OFF, customers will be shown a custom message you can set explaining they need to contact you to deactivate auto-pay.)
Customers can always activate auto-pay and switch auto-pay from one payment method to another.
Heritage Ordering Integration Improvements
Product search speed has been increased
Product search list now displays both stock count and item cost
Unit of measure in product search list now displays a drop down arrow to choose a different unit if available
Click the new "In-Stock Only" checkbox to only show products in the search list with a stock quantity greater than 0
API Improvements
CustomerID is now returned for the Invoice_List_Details endpoint
Total record count is now returned in the payload
Other Improvements
When adjusting "chemicals added" amounts on a route stop, the chemical charge line item on the upcoming invoice auto-updates to reflect the new amount (this only happens if a route stop within the billing date range for the existing upcoming invoice is updated and you also charge extra for chemicals)
Settings page has been reorganized into tabs for easier navigation
Technicians can now schedule jobs when creating new jobs in the app (based on their permissions)