Customer Portal

Empower your customers and allow them to access, research and control areas that are important to them.

Finance

  • Research all invoices, open and paid
  • Initiate payment of invoices
  • Dispute an invoice
  • Review all current and closed contracts

Rental

  • View Equipment on rent
    • All equipment
    • Equipment located on a specific jobsite
    • Equipment by type (i.e.: wheel loader, articulated truck)
  • View Utilization
    • By specific serial number
    • Jobsite utilization
    • Fleet utilization
  • View dealer equipment rental availability
  • View current rental reservations
  • Initiate a rental request
  • Initiate a service request on a specific piece of equipment on rent
  • Quickly confirm or reject a rental quotation
  • View all rental contracts, current and historical

Service

  • Fleet Management
    • View your entire equipment fleet
    • Update and modify your equipment fleet information (hour meter, service intervals, etc.)
    • Monitor and understand true O&O costs
  • View all service history, including warranty service
  • Telematics:
    • Review operating hours (daily, weekly, by job)
    • Review geographic operation locations (from first date in service)
    • Review fault (error) reporting
  • Review Oil Sample Results and Historical Data
  • Review Factory Service Letters: Understand what has been retrofitted and what is still required
  • Review the status of service contracts by specific equipment, sub-fleet or contract
  • View the status of all open service calls
  • Initiate a service request

Parts

  • Enable your own online storefront, display and sell:
    • OEM parts
    • Allied products
    • Hardware store items
    • Dealer specials
  • Link to OEM online parts sales websites

For more about Customer Portal get access to the video library now!

The videos are focusing on real equipment dealer scenarios.

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