Uncategorized

Customer Portal User Guide

By February 2, 2021 February 12th, 2021 No Comments

Towner Communications is excited to announce it RELAUNCH of our Customer Portal. Below is our custom Customer Portal User Guide to help walk you though each step of setting up and using our seamless portal.

 

Logging In

You will receive an email with your temporary password and username. It will come from someone @townerkc.com, be sure to check your junk folder or spam filter. You will be prompted to immediately reset your password. If you forget your password simply Click the “I forgot my password” link on the log in screen.

HINT: save as a bookmark for easy access next time.

Portal Login Creation
Customer Portal User Guide

Navigating the Home Screen

Your home screen is broken down into two sections the Dashboard and the Toolbar. See the RED hints below for customizing your Dashboard.

On the Toolbar you can do the following:

  • Home: takes you to your dashboard
  • Documents: not currently used
  • Contact Us: allows you to fill in an email form to request contact
  • My Profile: allows you to change your contact information and password
  • My Company: Allows you to update your company name, email and phone
  • Service: Shows all the service orders for your Account
Tool Bar
HomePage

Entering a new service order

Click the Blue request service button on Home page OR if you are already in the service tool click the tab for Request Service.

Request service button request service tab
  • You must enter a Brief and Detailed Description of your issue.
  • If you have any of the Optional form info feel free to include it.
  • Click SUBMIT to save.
  • This will email our service department to let them know you have entered a request.

Viewing Your Account Service History

  • Click the Service link in your Toolbar
  • It automatically shows you all the orders
  • You can export the list out via Word or Excel or you can filter the list

HINT: you can filter by status to see tickets that are in progress. You can also sort by the column headers by clicking on them.

SO History

HINT: click the blue SO number hyperlink to see that ticket’s details.

Service Order Details

  • You can click the tabs across the top when viewing a Service order to see the details
  • The detail tab shows you the most information about the ticket including technician work performed.
  • Click NOTES tab if you want to add more detail to this service order. It will save these notes to the SO and the tech can then see them.
  • Sigture tab allows you to sign off on the Service Order and will save your signature

Document tab is not currently used

Service Order Details
Service Order Details

Leave a Reply