Portal support requests

Steps

1. A customer submits a request with details and preferred timing.
2. The office sees the request with a badge for new ones.
3. Your team responds and tracks it to resolution.
4. The customer follows the conversation in the portal.

Tips

• Structured requests beat scattered texts and voicemails, and nothing gets lost.

Related guides

• Client Portal overview A branded, secure space where customers see their account: financial summary, recent invoices, proposals and the next visit.
• Issues Center A central place to manage operational problems, raised manually or detected automatically from visit data, until they are resolved.
• Client Health A health score that combines payment behavior, issues, water quality and responsiveness to flag accounts at risk of churn.