Simpro Customer Portal Enhancements - Chrome Web Store
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Overview

Add additional functionality to the Simpro Customer Portal, including link directly to Job from the PPM Report

This extension adds features to Simpro's Customer Portal, making up for missing functionality. For example, when the customer is viewing their PPM report/dashboard, they are unable to see or link to the job easily. Currently they would need to copy the Job no and navigate to the job screen and search for the job to view the details. This extension will turn the job no into a link that instantly opens the Job Sheet for the customer. Additionally, this extension will show the history of a failed asset; has a quote been raised, has a follow up job been created and scheduled. There is also ability to toggle the visibility of the description box - by default descriptions are hidden on the job and quote screens, and can become visible/hidden by clicking on the job/quote line. An additional 'Job Type' filter has been added in the Job screen, under Advanced. This quickly filters between Proactive and Reactive jobs. Further functionality will be added in due course, but if you are looking to improve your customer experience, this extension is needed. NOTE: This enhancement requires a subscription and licence key.

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Details

  • Version
    1.9
  • Updated
    May 15, 2024
  • Offered by
    Vision Reach
  • Size
    251KiB
  • Languages
    English
  • Developer
    Vision Reach
    Office F7, Innovation Centre Boundary Road Colchester CO4 3ZQ GB
    Email
    alan.martin@visionreach.co.uk
  • Trader
    This developer has identified itself as a trader per the definition from the European Union.

Privacy

The developer has disclosed that it will not collect or use your data.

This developer declares that your data is

  • Not being sold to third parties, outside of the approved use cases
  • Not being used or transferred for purposes that are unrelated to the item's core functionality
  • Not being used or transferred to determine creditworthiness or for lending purposes

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