Handle Customer Portal

customertrax 5. Customer Portal

The Handle customer portal provides a way to share information with your customers and vice-versa. Create a customer login that allows them to view and potentially update the following information.

The Handle Portal will be available for customers with a Platinum Agreement. There is an additional one-time fee for setup and configuration. The portal can be customized/branded for your organization.

 
 

 
 

Customers can View:

  • Account Profile and Contacts
  • Equipment
  • Invoices
  • Cases
  • Tower and Receivers
  • Customers can Submit:
  • Profile changes
  • Add contacts and updates
  • Equipment updates
  • Add receivers to their profile
  • Request Tower subscription

     
     

All requests or submission from Customers go to the Handle Queue for approval.

  • Handle Admins can approve/reject from the Queue:
  • Account updates
  • Contacts add/updates
  • Equipment adds/updates
  • Tower subscriptions
  • Case submissions

 
 

 
 

Cases

View and submit new case requests.

 
 

Invoices

Review active invoices. Filter by date range.

 
 

Equipment

Add Equipment available for trade in. Review list of equipment.

 
 

RTK – Towers and Receivers

Customers can see which towers they’re subscribed to and which ones are available. Customers can request a subscription by clicking in an available tower.

 
 

Profile

Review account information and add contacts.

 
 

customertraxHandle Customer Portal