Managing Products & Services Displayed in Customer Portal

Ensuring that your customers have access to an accurate and comprehensive list of products and services is key to facilitating smooth service requests via the Customer Portal. This guide provides step-by-step instructions on how to manage the products and services displayed to your customers, allowing you to keep your offerings current and relevant.

Before You Start

Here are some things to be aware of:

  • Subscription Requirement: The Customer Portal is an exclusive feature available only to ServiceCore Pro Plan subscribers. Learn more about the ServiceCore Pro Plan here.
  • Permission Levels: Viewing the Portal tab and managing portal service requests (converting them to new jobs or new rentals) are privileges restricted to users with Assistant Manager or higher-level permissions.

Accessing Portal Settings

To manage the products and services that appear in your Customer Portal, you must first access the portal settings:

  1. Go to Settings: Log into your ServiceCore account and navigate to the "Settings" section.
  2. Open Customer Portal Settings: Within Settings, locate and select the "Customer Portal" tab. This area is dedicated to configuring the elements that appear within your Customer Portal.

It is important to regularly update the list to make sure that service requests are accurate. Customers are limited to selecting from the options available on this list.

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Add a New Product

To add a new product to your list, follow these steps:

  1. Within the Customer Portal settings, go to the "Products" tab.
  2. Click on the "+ New Product" button.
  3. Fill in the required field(s) for the product information.
  4. Click "Save" to add the product to your portal offerings.

Add a New Service

To add a new service to your list, follow these steps:

  1. Navigate to the "Services" tab within the Customer Portal settings.
  2. Click the "+ New Service" button.
  3. Complete the required field(s) with the service details.
  4. Hit "Save" to include the new service in your portal.

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Deleting Products and Services

To maintain an accurate listing, removing outdated or unavailable options is essential. To delete a product or service, follow these steps:

  1. Find the product or service you wish to remove under their respective tabs.
  2. Click the trash can icon located in the "Actions" column next to the item.
  3. Confirm the deletion by selecting "Confirm Delete." This action permanently removes the product or service from your portal.

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Editing Existing Products and Services

For minor updates or corrections to your listings, follow these steps:

  1. Locate the item you wish to edit in the "Products" or "Services" tab.
  2. Click the edit icon in the "Actions" column.
  3. An "Edit Product" or "Edit Service" modal will appear, allowing you to make and save necessary updates.

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By following these instructions, you can ensure that your Customer Portal accurately reflects your current offerings, enabling customers to make precise service requests.

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