Customer Portal
Give customers visibility, updates and self-service access.
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Give Customers
Answers. Reduce Admin.
Improve Service.
TedOps AI gives your customers secure access to quotes, jobs, documents, invoices, updates, photos and support, all in one easy-to-use portal.
TEDOpsAI
Good morning,
Sarah
Upcoming visit
Tue 14 Oct 2024
09:00 - 11:00
Kitchen installation
View details
Latest invoice
£2,480
Due 14 Oct 2024
View invoice
Support ticket
#SUP-1042
In progress
Updated 2 hours ago
View ticket
Recent job photos
View all photos
Account status
Active
All up to date
The cost of fragmented
customer communication.
Customers chase updates
Customers spend time calling and emailing for simple status updates.
Documents are hard to find
Quotes, invoices and job details are scattered across different channels.
Too many calls and emails
Your team spends valuable time answering repetitive enquiries.
Slow approval and sign-off
Delays in getting quotes, documents and changes approved.
Poor visibility after the sale
Customers are left in the dark once the job is underway.
Service history gets lost
Important information is hard to find when customers return.
Real-time customer visibility
Customers can see job progress, upcoming visits and live updates any time.
Faster approvals
Get quotes, variations and documents approved quickly with digital sign-off.
Fewer inbound queries
Give customers the answers they need in the portal, reducing calls and emails.
Better customer experience
A modern, professional portal that builds trust and keeps customers informed.
Built for service businesses
Designed for field teams, installations, maintenance and recurring work.
How TedOps keeps
customers in the loop.
Share access
Invite your customers to the portal with secure, role-based access.
Surface updates
Keep customers informed with live job progress, photos and key milestones.
Collect approvals
Get quotes, variations and completion sign-offs online.
Support and resolve
Allow customers to raise and track support requests in one place.
TEDOpsAI
SPHello, Sarah
Jobs
3 activeQuotes
1 pendingInvoices
2 availableMessages
1 unreadSupport
Open a ticketSee TedOps in action.
Discover how our Customer Portal gives your customers more visibility, reduces admin and helps you deliver better service.
Portal access for every team.
Customers. Operations. Sales. Finance.
Job tracking
View progress, upcoming visits and key milestones.
Quote approval
Review and approve quotes and variations online.
Invoice access
View and download invoices and payment status.
Service history
See past jobs, maintenance and completed work.
Photo and document sharing
Access photos, certificates and key documents.
Messaging and updates
Receive important updates and communicate with your team.
Digital sign-off
Approve documents and complete sign-off online.
Support requests
Raise and track support tickets whenever you need help.
Operational control you can trust.
Role-based access
Control what customers can see and do.
Secure data handling
Your data is encrypted and stored securely.
Audit trail
Track key actions and changes across all customer activity.
Tenant isolation
Keep customer data separated and secure.
Private customer records
Restrict access to sensitive customer information.
Give customers more control.
Deliver better service.
Reduce calls, improve transparency and create a better customer experience with TedOps AI.
TEDOpsAI
Customer Portal Overview
Last 30 days428
Total customers
+12% vs. last month
162
Active jobs
+8% vs. last month
14
Support tickets
-32% vs. last month
1,856
Portal logins
+29% vs. last month
Portal activity
Customer logins over time
Top actions
View jobs34%
View invoices26%
Download docs18%
Support tickets12%
Other10%
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