Customer Portal Intro

The Customer Portal is an integrated webview within the Fieldiu system. It allows customers to:

• Monitor all activities related to their visits

• Submit complaints

• View scheduled work orders

• Review findings

• Check monitoring points

• And More Helpful things .

1. Main Window

The main window features a sidebar menu that includes the following sections:

• Dashboard : Provides an overview of work orders and related findings.

• Work Orders : Displays detailed information about all work orders.

• Work Order Findings : Shows all findings recorded during work orders.

• Trend Analysis : Helps generate trend charts for better insight.

• Floor Plans : Allows you to view floor plans and readings points in the floor.

• Complaints : Used to manage and track customer complaints.

• Service Locations : Enables tracking of all service locations and the work orders associated with them.

• Invoices : Manage all invoices and payment details.

• Reports : Access all reports generated by the system.

• Products : View all products used at customer locations, including product certificates and detailed information.

• Employee Documents : Allows customers to access company employee documents to facilitate access permissions without needing to request documents manually.

• Users : Manage all users who have access to the customer portal.

Dashboard

2. Work Orders & Complaints

Work Orders & Complaints Section
This section displays statistics from the last 30 days, including:

• Total Work Orders

• Completed Work Orders

• Created Complaints

• Closed Complaints

3. Pest Activates By Pest & Months for the last 12 Months

4. Pie Charts

The pie charts provide visual summaries of the following data for the last 12 months:

• Findings by category

• Complaints by pest type

• Work order completion percentage

�����������������������