- Overview
- Account Settings
- Assets
- Connectors Framework
- Customer Portal
- Customers
- Dashboards
- Devices
- Dispatching
- Forms
- Inventory
- Invoices & Billing
- Locations
- Payments
- Parts
- Projects
- Quotes
- Recurrent Routes
- Recurrent Services
- Reports
- Sales Orders
- Schedule
- Services
- Tasks
- Text Messaging
- Time Tracking
- Users
- Work Orders
With MobiWork you can easily set up a customer portal website to help maintain positive relations with your customer base. Never before, has managing a customer portal been this easy!
The customer portal will allow your customers can pay invoices, add work orders, manage their account, and more. You can also link your company's main webpage to the customer portal website to enhance your professional image.
Customers can access the customer portal either through the web or through their mobile devices.
Using the Table of Contents below, scroll or use ⌘ + F (for Mac)/Ctrl + F (for PC) to find your desired feature.
Table of Contents
- Appointments Feature
- Assets Feature
- Customer Account Features
- Customer Account
- Customer Location
- How to Access the Page
- Location Page Layout
- Search Area
- Location Columns
- Add Location
- Edit Location
- Delete Location
- Customer Contacts
- Invoices Feature
- Parts Feature
- Quotes Feature
- Reports Feature
- Sales Orders Feature
- Work Orders Feature
- Work Orders Page
- View Work Order
- How to Access the Page
- Work Order View Layout
- Summary Tab
- Billing Tab
- MobiForms Tab
- Parts Tab
- Notes Tab
- Documents Tab
- Add Work Order