Client Portal

The client self-service portal is easily one of the most exciting features of the Allbase Suite. This secure log-in system allows your customers to view and request information through your website anytime from anywhere.

Tailored Look

The Allbase Suite client portal is completely customizable using web standards such as HTML, CSS, and Javascript. This system can be designed to look just like the rest of your website. It can even be hosted as a secure subdomain of your own site, such as https://login.yourdomain.com.

Print and Pay Invoices

With your own client log-in portal, collections are a breeze. Clients can view and print out their invoices as PDFs 24 hours per day. With a merchant account, they can even pay their invoices by credit card at their convenience.

Track and Open Tickets

The Allbase Suite makes it easy for clients to view their tickets and work orders on their terms. Save yourself from check-in phonecalls and emails by empowering your clients to view progress as often as they like.

You can even enable them to open their own tickets, allowing for faster response. Custom triggers can be configured to email, page, or text employees when new tickets are opened.

Share Files

One standout feature of the Allbase Suite client portal is the ability for your clients to download and upload files at their convenience. Instead of messing with FTP, SSH, or email to share files, your customers can send and receive large files quickly and safely from any web browser.

View and Request Appointments

The Allbase Suite client portal makes it easy for clients to log in and view upcoming and past appointments in one place. This kind of self-service saves you time and makes your clients happy. They can even request appointments if you grant permission.

Print and Request Quotes

Your clients can now log in to download quotes as PDFs. They can even request quotes, helping your sales pipeline.

Share Knowledge Base Articles

For occassions when you want to share articles with your clients, the client-portal has things covered. Knowledge Base articles can be configured as viewable through the client portal, allowing your easier distribution of information.

Permissions

All access to the Allbase Suite client portal is configurable on a per-system or per-user basis. You can turn entire modules on or off. Moreover, you can configure certain users to have permission to do certain tasks but not others.

For clients with multiple contacts, you can even grant access for managers to create and administrate their own users. With the Allbase Suite, you're in control.