Once you have successfully completed the enrollment process, you'll gain access to the portal using a specific username and password. To get started, enter your credentials and click on "Sign In."
Upon logging in, you'll be directed to the dashboard. This dashboard displays statistics related to your company's work orders. If you require more customized information, you have the option to add extra reports to this screen.
Now, let's navigate to the "Locations" section. When the page loads, a map will be displayed with all your locations marked on it, along with a counter showing the number of work orders per location. On the left side, there is a list containing your work orders. You can use the search bar at the top of the list or the filters surrounding the map to refine your search.
The first filter provides a range of sub-categories pertaining to work order details. You can select a time range, work order status, state, or city to narrow down the results. Beneath this work order filter, there are map configurations that allow you to view real-time weather conditions and change the terrain type presented on the map.
Next, let's explore the "Work Orders" section. Here, you will find a comprehensive list of every single work order your company has ever requested, making it easy to keep track of jobs. By default, the list is sorted by "Start date," but you can use various filters and the search bar to find specific work orders. Clicking on any work order will bring up a sidebar containing detailed information about that particular job. The sidebar includes tabs that provide a wealth of information about the work order.
For the "Request Service" button, there is a separate video explaining its functionality. As the name suggests, this button allows you to request services for a location from your property management company. The requested services will appear on your work orders list, and their status will change based on the actions taken by the service provider.
Now, let's focus on the top right corner of the portal, where you will find a grid icon. Clicking on it will reveal three options. First, let's explore "Account Settings." Here, you can view your account information and make changes if necessary. By clicking on the account details field, a sidebar will appear, allowing you to update your information and save the changes.
Next is "Company Settings." In this section, you'll see your company's logo and profile information provided by the property management company. If any of the information is incorrect, you should contact them to update your profile.
On the right side of this section, you'll find "Portal Users," who are users with access to the client portal. You can add or modify information about portal users by clicking on the "Add" button in the top right corner of the container or by selecting a user and making changes in the sidebar.
The video can be found here: https://youtu.be/CHtThWBzaLA