The ServMan ERP system is an amazing product that is very powerful, flexible and customizable, however, it targets primarily the back-end users only. To facilitate more effective customer communications, we have created the Client Web Portal.

With the client web portal, you will be able to cut out majority of your customer service phone calls by allowing your customers access to Customer Self Service.

Clients can answer most of their questions by themselves thus eliminating the need to call on the phone and use your call center resources.

Matching your website design

The Client Web Portal comes with a default design layout and it can be easily redesigned and branded to match your web-site theme. As part of the initial setup, our designers will review your web site design and then match our Client Web Portal to your web site. Your clients will have a seamless integration from your live web site to our Client Web Portal.

Customizable

More advanced custom design and extended functionality are also available. If you would like to make your client web portal stand out more, we can further customize it to your specific needs. You can for example setup custom landing pages, popup forms with payment reminders, or ask the client to confirm their contact information when they login. For our customers that deal both with commercial & residential clients, we customize the sign up/register process and further improve the user experience.

The Client Web Portal is a combination of views/navigation links that can be visible or hidden. All of the views are available by default, and can be hidden upon request. New views can be developed based on your custom needs.

List of current views available for the client web portal: