Customer Portal Module

Customer Portal - By using this new module your customer will be able to use their own special log in code and "log-in" to a new TCR program to view information about their jobs. Their unique login allows them to see only their jobs and tickets, and not any of your other customer's. Not only will they be able to view what jobs they have currently open, view their tickets, see reports about what equipment they have currently on site, but reprint an invoice. They can even ADD a new job or new ticket.

In order to protect the integrity of your data, any new jobs or tickets entered through the Customer Portal are held in a 'pending' status until you 'accept' them. Only at that time are they assigned a job or ticket number and combined with your other TCR data. Your customer can add in basic information about a job (RLC N/B on East Main, Tuesday at 9:00am) or enter in a complete list of items needed. Can you imagine how great it would be for you to not be interrupted constantly with emails and/or phone calls from your customers regarding starting new jobs, checking on job status, current equipment on jobs or reprinting invoices? When new jobs or tickets are entered via the Customer Portal, there will be a new icon at the top of your main TCR screen that alerts you to their requests.

Reports

Open Job List — Allows your customers to view the jobs they currently have open.

Equipment on Site by Job — Allows your customers to view equipment currently on rent by job and alert you for upcoming changes without having call you.

1-Minute Video: TCR Online Customer Portal