Offering a client portal isn't just about providing access to reports or invoices, its about creating an environment that helps your clients manage their roofing assets.
We populate the client portal with data just as it is uploaded into your Centerpoint Connect system. As service technicians, sales reps, and project managers complete their work it simultaneously stores within the portal.
Make it easier for your clients to request service while providing all of the information you need. Create a roofing work order, add the details of the project, and monitor it through the app. Your customer can easily login, add the work order, enter the details of the project, and you will be notified of the work order. Your client can also monitor and keep track of the work order remotely through the client management software.
Once your customers use the portal for the first time, they'll become customers for life. The client management software gives comprehensive data on all materials, budget (including all money spent), and repairs required to finish the roofing project. The reports can help make informed decisions on roof placements, materials, budgeting, and other aspects of the work order. They can also make quick adjustments to stay within budget while still achieving the desired results.
The real-time smart budgeting system of the client portal guides your client in creating and formulating a logical budgeting process that will benefit both your client and your roofing company. This will also show how much you value your client and can earn their trust and loyalty in return, resulting in more roofing leads and sales.
"Our customers love the automated notifications that get sent to them to keep them informed. The option to offer customers a login portal to manage their properties is something I'm excited to implement."
The client portal provides additional value and will make your clients stick with your company for life.
You will love the time it saves you on the administrative side and they will love the ease of requesting service at the push of a button. They’ll also love all of the decision-making tools that result in sales like the budget module, capital forecast reports, and more!
All of their properties can conveniently stored in one portfolio where they can access their inspection reports and service history at any time.
With the Portfolio Access option of our client management software, you can provide access to your clients from anywhere and at any time. Use your center point login and give access to the properties and projects you approve. You can send them the link generated by the client management software or provide a login and password.
Your clients can login to the client portal using their login credentials or using a magic link you generate from any device with an internet connection. Reports will be easiest to manage and download from a desktop computer/laptop, but they have access to them while on-the-go as well.
The client portal is free to your customers as long as your Centerpoint Connect Roofing Software Package comes with the Client Portal feature.
You can add your logo to the Client Portal so your customer will not know that it is from Centerpoint Connect. Often times, roofing companies will even come up with their own branding for their client management software and use this as a promotional tool in their marketing efforts.
Your information and your client’s information is completely secure and protected. Your clients can also download their data and reports on their own terms unlike many other software systems that require permissions to do so.
Keeping up with all the tasks and outstanding repairs is difficult for both the client and the contractor. With Centerpoint Connect Client Management Software, your client can view and check all the outstanding repairs needed on each property and facility. Categorize these repairs as emergency or proactive. This will greatly help in prioritizing the repairs and tasks you need to do. The client can also view the pending repairs, track the progress of each repair, and be notified when the repair is done.
On the other hand, as the roofing contractor, you can direct your team on which repairs need to be completed first to be more effective and efficient.
Centerpoint Connect Client Management Software lets your client check, find, and manage all the warranty documentation and information related to their job order.
You can post all the warranty information to the properties and your client can easily view and manage all these through a master warranty report.
