Using Your Customer Portal

Your Customer Portal is a secure, self-service platform that gives you 24/7 access to your account. You can easily view invoices, make payments, request services, and manage who from your team has access. It’s designed to simplify your experience and help you stay in control of your services.

Before You Start

Here are a few things to know before you continue:

• Your service provider must enable Customer Portal access for your account in their customer management software platform (ServiceCore).
• You must have a valid email address on file with your service provider.
• If you’re a first time user, you’ll need to follow the link in your Customer Portal invitation email to activate your account.
• The customer portal can be accessed via the following link: https://portal.servicecore.com/login
• If you don’t have access or haven’t received your invite, please contact your service provider directly for help.

Accessing the Customer Portal

1. Go to https://portal.servicecore.com/login.
2. Enter the email address and password associated with your account and click Login.

Please Note: If this is your first time logging in to the Customer Portal, please follow the directions in your invitation email to activate your account and create your login credentials. 

After logging in, you’ll have access to make a payment, request service, and manage access to your Customer Portal account.

Making a Payment

1. Click Make a Payment.
2. At the top of the page, you’ll see your Account Overview with a real-time summary of your balances.
   • To learn more about Account Overview, please check out additional details covered in this article.
3. Select what you would like to pay:
   • Single Site Invoices
   • Multi-Site Invoices
   • Custom Amount
     • To learn more about these different options, please check out additional details covered in this article.
4. To download a PDF copy of an invoice, click the highlighted Invoice #.
5. If paying a  Custom Amount, proceed to the next step. Otherwise, check the box next to the invoice(s) you would like to pay. 

6. Scroll down and select your payment method:
   • Credit/Debit card
   • ACH Transfer (if available)
7. Enter your payment details or select saved payment information.

Please Note: If you are entering new payment information, we suggest selecting the box to “Save method for future transactions” for faster future payment processing.

8. Click Submit Payment. Your payment will be processed and you will be emailed a receipt. 

To learn more about paying open invoices via the Customer Portal, please check out this article.

Requesting Service

1. Click Request Service.
2. Select the Site location where you would like the service.
3. Select a date preference and (optional) time window.
4. Select what Products and Services you would like to request. If needed, you can add more items to your request.

5. Add Additional Details & Notes to share any important information.
6. Click Submit to send your request to your service provider. 

To learn more about requesting service via the Customer Portal, please check out this article.

Managing Access to the Customer Portal

1. Click the settings icon.
2. Toggle on or off contact access to the Customer Portal.
3. Edit contact information.
4. Delete contact.
5. Add a new contact.
6. Review Sites & Contacts.

To learn more about managing access to the portal, please check out this article.