21 Jun How a client portal can stop your phone from blowing up!
How a client portal can stop your phone from blowing up!
Our latest video showcases an innovative feature within our CAFM (Computer-Aided Facility Management) system that is set to transform the way FM service providers and facility managers interact with their clients and requestors: the client portal. This comprehensive portal offers a range of functionalities designed to enhance user experience and operational efficiency. Let’s explore the key features and benefits of the client portal in facility management.
Raising Requests
One of the most significant advantages of the client portal is the ability for clients and requestors to raise requests directly. Whether it’s a maintenance issue, a repair need, or any other service requirement, users can quickly log their requests through an intuitive interface. This not only saves time but also ensures that all requests are accurately documented and promptly addressed.
Viewing Key Job Updates
Keeping clients informed about the status of their requests is essential for maintaining transparency and trust. The client portal allows users to view real-time updates on all their jobs. This feature ensures that clients are always aware of the progress being made and any potential delays, fostering better communication and satisfaction.
Accessing Documents
The client portal provides a centralised location for all relevant documents. Whether it’s manuals, compliance certificates, or maintenance reports, clients can easily access and download the necessary documents whenever they need them. This eliminates the hassle of searching through emails or physical files, ensuring that important information is always at their fingertips.
Approving Quotes
Streamlining the approval process is another key benefit of the client portal. Clients can review and approve quotes for maintenance or repair work directly within the portal. This not only speeds up the decision-making process but also ensures that all approvals are properly recorded and tracked.
Running Reports
Data-driven decision-making is crucial for effective facility management. The client portal enables users to run various reports, providing valuable insights into job performance, resource allocation, and other critical metrics. These reports can be customised to meet specific needs, helping clients and facility managers make informed decisions based on accurate and up-to-date information.
Viewing Dashboards
Visualising data is made easy with the client portal’s dashboard feature. Users can view graphical representations of key performance indicators, job statuses, and other important metrics. The dashboards are designed to be user-friendly and customisable, allowing clients to focus on the data that matters most to them.
Accessing Job Calendars
Scheduling and planning are integral parts of facility management. The client portal includes a job calendar feature that provides a clear overview of all scheduled jobs and tasks. This helps clients and facility managers plan their activities more effectively, ensuring that all maintenance and repair work is carried out in a timely manner.
Conclusion
Our CAFM system’s client portal is a powerful tool that brings numerous benefits to facility management. By enabling clients to raise requests, view job updates, access documents, approve quotes, run reports, view dashboards, and access job calendars, the client portal transforms the way FM service providers and facility managers interact with their clients.
Check out our video to see the client portal in action and discover how it can enhance your business!
Author
Charlie Bown
Ex Facility Manager, I feel your pain!