portal tutorials

Give your customers secure, 24/7 access to the information they need. Our Customer Portal tutorials show you how to configure and customise your ServiceTracker portal, providing clients with instant access to service reports, contracts, documents, trend analysis, recommendations and other important information. These step-by-step videos will help you create a professional online experience that improves communication while reducing administration.

Learn how to personalise your portal, manage customer access, publish documents, display service history and share key business information securely. By giving customers self-service access to their records, ServiceTracker helps reduce incoming enquiries, improve transparency and strengthen customer relationships, all while keeping information available whenever it's needed.

Create a branded customer portal where clients can securely access service reports, trend analysis, quotations, invoices, action plans, Safety Data Sheets (SDS), COSHH information, certificates and company documents—all from a single login.