Getting your customers all signed up for the CRO Customer Portal is only the first step. After that they need to have something to do in there, afterall!
While your customers do, likely, have the ability to pay their invoices from within the Portal, in this FAQ we're going to focus on what happens when a customer requests a job through the Customer Portal.
First off, when a customer requests a new drop off, service, pick up, etc. it will not immediately create that job request in your system. After all, they may make a mistake or just be testing out how the system works (without realizing it has an effect on your dispatching system). Fortunately, it's a two-step process!
When a customer makes a request in the portal, CRO will notify you in a couple of different places. One place is on the Dispatching page, the first link on the left CRO menu. The other place is available on virtually every single page of CRO Dispatching with the cloud icon at the top right.
We've highlighted both sections here:
In either section the options are the same: Acknowledge or Decline the request. If it's a legitimate portal request (there are notes included along with the customer information) then you can easily acknowledge it. This will immediately create the request as a job on the Unassigned list, ready for you to assign to a truck and any day of the week.
If you decline it, however, then it will remove the portal request and put it back on the customer to try again.
Whether you accept or decline the request is up to you and the customer. Again, once the job is acknowledged it becomes a regular job request like any other!