Welcome to our Vendor Portal, your go-to hub for managing service requests and tasks efficiently. This guide will help you navigate the key features of the portal, ensuring you can provide the best service to our customers and keep everything running smoothly.
Search for Requests
The Vendor Portal makes it simple to find and manage your service requests. Whether you're updating the status of an ongoing job or closing out a completed request, the filter functionality is your best friend. Here's how it works:
Open or Closed Requests
You can search for both open and closed requests that are assigned to you. This ensures you have quick access to all relevant jobs at any stage.
Adding Attachments
Once you've found the service request you're looking for, adding invoices and/or tech notes directly to the service request page is straightforward. This feature saves you time and keeps all related documents in one place -- no need to write up an email to 86 with an update!
My Tasks Tab
The "My Tasks" tab is designed to streamline your workflow. This is where you can see all tasks that require your attention across all service requests assigned to you.
Accessing Tasks
Clicking on the "My Tasks" tab displays a list of every task needing your input. This consolidated view helps you prioritize and manage your workload efficiently.
Task Details
By clicking on a specific task, you'll be taken directly to the task page where you can input the required information.
Task Page
The task page is where the real work happens. It’s designed to be intuitive and guide you through the necessary steps to complete or update a service request.
Input Needed Information
The page prompts you to provide crucial details about the service. This includes whether the service is complete or if a return visit is needed.
Detailed Updates
The more detailed and comprehensive the information you provide, the better informed our customers will be. This transparency helps in building trust and ensuring customer satisfaction.
Benefits of Using the Portal
Using the portal effectively has several advantages:
Centralized Information: Accept and update all your assigned service requests in one place.
Efficient Communication: Communicate seamlessly with customers and 86 Repairs -- and cut down on follow up calls asking for updates!
Transparency: By keeping everything up-to-date within the portal, you create a seamless experience for both yourself and the customer. All relevant information is easily accessible, ensuring that everyone is on the same page.
In conclusion, our Vendor Portal is designed to make your job easier and more efficient. By taking advantage of these features, you can manage your tasks more effectively, keep customers informed, and avoid unnecessary follow-up calls.
Dive in, explore these functionalities, and see how they can enhance your workflow.