Customer Report Portal
Secure access for customer-specific reports and deliverables.
Customer Report Portal
Create Customer
Create a unique login for each customer.
Upload Report
Assign reports to a specific customer account.
Customers
Each customer has a unique login and sees only their own reports.
Uploaded Reports
Admin view of every report currently in the portal.
Credit Requests
Inbound SMS credit requests captured from the Twilio number.
Sales Call Notes
Capture call notes, damage photos, order details, and follow-up in one place.
Saved Sales Notes
Your running call notes, newest first.
Your Tools
Shared tools available to every customer portal account.
Your Reports
Only reports assigned to your account are shown here.