CUSTOMER EXPERIENCE

Provide Customer Portals, Email Notifications and SMS Messages

Deliver the best customer experience by giving them easy access to their complete history of jobs and services. IndusTrack customer portals include all records of estimates, jobs, invoices and equipment. The platform automatically generates reminders and notifications – such as techs en route, ETAs, jobs completed, – or you can schedule and push out your own. 

Example Customer Portal

Set Up Secure Customer Portals in Minutes

Select the customer from the contact list, add a username and password, then press Save. The system sends an invitation email to the customer that includes their login, password, and link to the portal. When they log in, they have read-only access to current and historical jobs, estimates, invoices, and equipment.

Automate Notifications and Reminders

Turn on automated customer notifications and reminders to send customers emails when a job is assigned, completed, invoiced, or cancelled. You can edit all notifications and customize the text. Include your logo and details in the email templates. 

Add New Customer Reminder Desktop
Reminder Setup Traveling to Job Notification

Set Up Notification Triggers

Not only can you edit and create any type of notification or reminder, you can also set up triggers. For example, if a field employee is likely to arrive early, when they start their trip you can automatically send an alert. If the customer is ready, your tech can complete the job sooner.

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