Customer Portal
Working with you should be easy. And when things go smoothly for your customers, you see the benefits. Inspect Point’s Customer Portal streamlines communication and keeps everything your customers need in one centralized, online platform. From key documents to the upcoming visit schedule to proposals and invoices, simplify the process and make customer interactions a breeze.
Benefits for You & Your Customers
Improve Customer Experience
Make it easy for customers to find everything they need–without having to call or email for the most recent reports, proposals, or invoices.
Reduce No-Shows
With a calendar of upcoming visits included in the Portal, customers know when you’re coming and how to be ready for you.
Increase Cash Flow
Get proposals accepted faster with easy delivery and acceptance. Automate reminders for proposals and invoices to ensure a quick response.
Streamline Processes
With easy access to key documents, you can demonstrate transparency, keep communication flowing, and build trust with your customers.
When I was looking for software, part of my wishlist was to get rid of all of the paper. I didn’t want to deal with that anymore. Then I started making my wishlist of the customer side of things…That was a big gold star on my end when I was looking at Inspect Point.
Wendy Griepentrog
H.J. Pertzborn Plumbing & Fire Protection
Customer Communication Made Simple
Help your customers make better-informed decisions, faster. A streamlined process means your customers get exactly what they need to make working with you seamless.
Document Management
Publish inspection and service reports, proposals, and invoices straight to the Customer Portal. You can even include photos of deficiencies and work completed.
Upcoming Visit List
Contacts see a list of upcoming scheduled visits, along with the technician’s name and photo and details about what is due for inspection or service.
Proposals & Invoices
Proposals and invoices published to the Portal can be accepted or paid digitally by customers within the platform.
Customizable Message Form
Allow customers to message you with questions, and specify what types of messages go to which employees within your business.
Flexible Configuration, Easy Access
The Customer Portal is configurable based on what you and your customers need.
- Choose who to invite to the Customer Portal: Automatically invite all contacts or manually set who should be added.
- Set permissions based on what each contact needs: An AR contact might see only invoices, while an owner or property manager might need access to all documents.
- Choose whether you want reports, proposals, and invoices to publish automatically or manually.
- Add contacts at the building or account level: Contacts associated with a building have access to that building profile, while contacts added on the account level will have access to all building profiles. Cut out the noise and streamline access for owners and property managers with multiple locations.
