Visual Approvals is excited to release its latest client engagement feature. The Client Web Portal is a web-based application that enables secure, online interaction between certifiers and their clients from any device at any time. Open a digital world of convenience and opportunity with your clients.
The portal’s dynamic Dashboard summarises a client’s open jobs, listing their Applications, Documents and Quotes.
What can my clients do in the Client Web Portal?
- Access open Applications in an easy to use grid
- View and download Approval documentation and Finals, faster and more efficiently
- Upload notes and additional documents directly to their own jobs
- View a map displaying Application addresses
- Submit a new job quote request
- View the status and value of existing quote requests
You control which clients can access the web portal through Visual Approvals. An email is sent to the contact inviting them to register their access to the Client Web Portal. Once logged in, the Portal displays your company logo and name.
How does my business benefit from the Client Web Portal?
- Improve client communication and reduced response times to phone calls and emails
- Real-time updates and new submissions save automatically to Visual Approvals
- Eliminate double handling & re-keying of data
- Reduce administrative overheads
- Faster response times to new quote submissions
- Easy adoption by your clients
To book an online demonstration or to just find out more information, contact Visual Approvals on 07 3117 0520 today!