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Portals

Enhance customer service. Improve communications. Streamline administrative tasks.

A smarter way to share information with customers, employees and contractors

simPRO’s external portals can save your business valuable time and streamline administrative tasks by making it easy to request, review or submit information. Simplify communications and data entry tasks for the people who regularly interact with your business with alerts and notifications.

Streamline the customer experience

The Customer Portal provides a centralized location for your customers to quickly view quotes, past and pending jobs, invoices, assets and other important information. With designated access, customers can pay invoices, edit their contact and site information and request quotes for service.

Make life easier for employees

The Employee Portal allows you to increase the efficiency of administrative tasks by giving employees limited access to simPRO without requiring additional user licenses. Using their own unique login, employees can view their jobs, schedules and quotes and easily make updates or approvals.

Improve contractor accountability

The Contractor Portal makes it easy to keep up with contractor labor hours and job details. Contractors can view - with limited access - work orders, schedules and invoices that are relevant to their company. To keep your business updated and simplify communications, contractors can mark jobs as completed, add job notes and review RCTIs.

Empower your customers, employees and contractors

Customer relationship management

Keep customers informed and enhance the way your customers and staff interact using Portals, Alerts, VoIP and SMS.

Employee management

Streamline job management tasks for your employees and easily track employee pay rates, schedules, resource allocation and license certification renewals.

Contractor management

Connect with your contractors and make it easy for them to reduce admin overheads. Keep contractors informed with alerts in simPRO or text notifications using the SMS add-on.

"Giving our customers access to a portal has been a huge benefit for us. It really cuts down on the queries that the Customer Service team now receive as customers have their own job, invoicing and report details at their fingertips."

Lorene Maher, RCR Infrastructure

Looking for other ways to communicate in simPRO?

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