Avanue Customer Portal dashboard
Portal November 2024 3 min read

Introducing...
Customer Portal!

Shelbey White
Shelbey White
Avanue Team
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Introducing the Avanue Customer Portal - a new customer-facing solution designed to streamline interactions and put control in your clients' hands. Customers can now check their order status, view shipping details, place orders, and access essential information - all in one convenient location!

Customer Portal Home Screen

The unified dashboard gives clients immediate visibility into everything that matters: active contracts, upcoming expirations, purchase history, order tracking, and account balance information - all accessible from a single, intuitive interface.

Customer Portal home screen dashboard

Supply Orders

The intuitive ordering interface makes supply ordering effortless. Parts are automatically suggested based on the selected equipment, enabling customers to place accurate orders quickly without needing to look up part numbers or contact support.

Service Call

Customers can initiate service requests with minimal effort and monitor progress online - enhancing visibility throughout the entire service process from submission to resolution.

Customer Portal service call and supply order screens

Authorizations

Access controls restrict visibility based on customer groupings and staff roles - protecting confidential data while ensuring each user sees exactly what they need and nothing more.

Make Payment

Online payment capabilities streamline the process for automatic reconciliation while reducing accounting workload. Customers pay on their schedule; your team gets clean, automated records.

Portal Functionality

The Customer Portal is organized into three categories of functionality:

  • Informative Screens: Equipment and meter details, order/invoice/delivery history, service records, customizable dashboards, payment history
  • Creation Screens: Service calls, supply orders, return requests, payment processing
  • Authorization Screens: Encrypted authentication, individualized user permissions
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