Module 20.1 Ultimate Customer Portal Overview

By the end of this module you'll have seen an example overview of an Ultimate Customer Portal including all optional elements.


12.1: Ultimate Customer Portal Overview

The ultimate customer portal is completely configurable. The included features that you can choose to enable are:

Quote Form Star rating View all appointments Update payment card Message hub

This is in addition to the features available on the advanced plan including the financial history view with the option to pay off any outstanding balances, the all quotes view and the business listing and contact form.

Your ultimate subscription gets you an hour’s consultancy time with one of the Squeegee Team who will get all the information needed from you on how you wish to configure your portal such as how you wish to price jobs for quoting. Once you have had this initial call, your portal should be ready to go live within a week.

Squeegee Status