Your Customers Self-Service Portal
30+ Years of Construction Industry Experience And Over 14,000 Successful Users Can’t Be Wrong!
Complete visibility into your customers’ day-to-day interactions with your business
Extend your customer service and enable customers to manage their own self-service. Give your customers online access to create service work orders, reports, equipment history, by allowing customers to navigate all of their invoices and service contracts.
Secure, Web-Based Customer Portal
Offer your customers a safe, easy-to-navigate online hub they can access anytime, from anywhere—no software download required.
Manage Service Requests Seamlessly
Allow customers to review existing service activity and conveniently submit new service requests in just a few clicks.
Control Access with Role Profiles
Create custom user profiles with role-based access so your customers see only what’s relevant to them.
Share Work Order Documents Instantly
Make all related documents—photos, forms, and PDFs—available through the portal for easy customer reference and download.
Auto-Generate Service Sheets Easily
Quickly generate professional work order service sheets for internal records or customer delivery.
Stay Informed with Email Alerts
Enable automated email notifications so customers receive real-time updates on their service call progress and status.
Use Pre-Built Request Templates
Set up pre-formatted service or information request templates to simplify customer input and improve data consistency.
Integrated to Support
Empower Your Clients
Provide your customers a secure location where they can manage all aspects of their work orders.
- Navigate all invoices, statements, and service contracts.
- Allow customers to place service requests or request pricing and information.
- View and print outstanding invoices.
- Let your customers find and manage their contracts, tasks, statements, work order forms, tickets, and more in Jonas Documents.
- Give your customers a single user interface to manage their multiple locations.
Streamlined Work Order Management
Reduce e-mail and phone WO requests, and allow your customers to create and manage work orders in one place.
- Empower your customers to create work orders.
- Save time and have your customers attach any documents and images themselves
- Drill down on customer WOs.
- Review activity by a technician.
- Setup notifications for new work orders.
- Allow your customers to access current and past work orders with attachments, work quotations, and work tickets.
Complete Service Items and Contracts Management
For your customers with equipment, use our Client Hub portal to view all relevant equipment information.
- View all documents and images pertaining to equipment.
- Access work orders linked to particular pieces of equipment.
- Manage all service contracts and drill down to see details, visits, schedule, and service items.
- Allow your customers to see all service contracts, service item images, and service tasks.
Your Competitive Edge
Providing your clients with round-the-clock support can give you a competitive advantage with existing clients and new businesses. Increase customer satisfaction and save your organization time supporting your customers with a self service portal.
- Provide customers remote access to their invoices and other documentation.
- Streamline your communications via one avenue.
- Give your customers the information they need easily.
White-label As You Wish
Maintain your customer experience by white-labelling your self service portal software. Keep it fully on-brand with customization options.
- Configure the service portal with your logos and themes.
- Define exactly what key functions users will see when they log in.
- Add marketing offers with expiry dates.
- Customize notification statuses (Arrived, Dispatched, Received, and more).
- Customize priorities: Emergency, Regular Call, Preventative Maintenance Call.
Detailed reports for better decision-making
Reporting tools improve the decision-making process. Giving your customers the ability to run their own reports puts the power in their hands. Make their lives easier with the following reports and functionality.
- Service item history for all equipment.
- Work order cost reports, where your customers can view costs per work order with conditions.
- Run A/P inquiries to see what’s owing, with details for each work order number.
- Export to PDF, Excel, or send reports by email.
Keep Your Data Safe and Secure
Use security features to ensure that sensitive data remains safe at all times. The following features provide you with the flexibility to be as secure as you need to be.
- Manage user permissions: who has access to work orders, accounts receivables, company and customer codes.
- Set up role-based access permissions, such as the right to view and create service calls.
- Specify which documents each user can access.
- Customize what details each user can view on work orders, service contracts, or service items.
- Sensitive information is restricted only to authorized users, ensuring your company or organization's data is secure.
Jonas Cloud Takes Your Service Management Needs to the Next Level
Provide easy access to service-related information any time, anywhere. Allow customers to access work order details, drill down into invoices and supporting documents from any connected device. Provide customers with the right tools and knowledge base that they need in order to communicate efficiently, make better decisions, solve problems and resolve issues.
WHAT OUR CUSTOMERS SAY
Prior to Jonas, locating service reports in the companies’ library was extremely difficult, and often the report would either be missing or in the wrong place. Since implementing Jonas, BAULNE is now able to answer customers’ questions with a few clicks, directly from Jonas.
Client Case Study
BAULNE offers complete HVAC and mechanical services, with a primary focus on three main areas: design-build, maintenance, and optimization. The company has been operating in Quebec since 2002.
As their service business continued to grow and evolve, BAULNE determined that it was time to start looking for a more complete, fully integrated software solution.
Having Jonas in place has provided BAULNE with many benefits, including:
- An online customer service portal that allows BAULNE’s customers to easily create new work orders, view history and manage service contracts.
- Access to equipment history and photos – 24 hours a day, 7 days a week.
- A fully integrated solution that helps differentiate from the competition.
- Ability to answer customers’ questions with a few clicks, directly from Jonas.
FAQ
One of the ways construction and service-based businesses improve their customer relationships is through transparency. Being transparent means you increase your trust factor while also streamlining communications. Giving your customers the knowledge and access to create service tickets, view invoices, and approve documents means that they are no longer reaching out to you to address every business need. In a sense, customers can help themselves, which consequently frees up your time, which is one of the many benefits of this support portal. It also enhances their customer experiences and will reduce your customer’s issues and any additional more complex issues.
Implementing a customer service portal allows you to use it as an added value proposition. In short, the client service portal is a great selling feature, especially as your company grows. Offering a client service portal highlights the business value of working with your company or organization. By providing a client service portal, you’re providing customers an opportunity to be included while creating operational efficiency.
Discover better customer self service solutions
Provide your customers the Client Hub portal and watch your customer satisfaction rate grow.
