Use Your Customer Portal

This article is written for customers of service providers using ServiceCore's software platform. If you're a service provider looking for more information on ServiceCore's Customer Portal function, please click here.

The Customer Portal is a secure, self-service platform that gives you 24/7 access to your Unpaid/Overdue invoices and a way to quickly request certain services. Your service provider is giving you access to this portal to enhance your experience with them.

You can easily view and download Unpaid/Overdue invoices, make payments on those invoices, request services, and manage who 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 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 receive an invitation email from no-reply@servicecore.com with instructions on how to set up your portal login.
• The customer portal can be accessed here: https://portal.servicecore.com/login
• If you can't access your customer portal or haven’t received your invite, please contact your service provider directly for help.

Access Your Customer Portal

When you get access to your customer portal you'll be able to quickly pay invoice balances online via card or bank account, and request services from your service provider without having to call their office. 

Set Up Your Portal Login

Before you can access your customer portal and take advantage of its capabilities, you'll need to set up your customer portal login details first.

Your service provider should've triggered an email to be sent to you from no-reply@servicecore.com with instructions on how to set up your portal login. If you haven't received that yet, please check your Spam/Junk folder. If you still can't find it, please contact your service provider directly so they can re-trigger the email.

TIP: ServiceCore is the software platform your service provider uses to manage their business on. You'll see their logo at the top instead of the Mile High Septic logo that's in the screenshot below.

To set up your login details, just follow the instructions below:

1. Click on the "Create Customer Portal Login" button in the invitation email you received. (See above screenshot.)
2. Create a password to use when logging into your customer portal.
   
   
3. Click "Set Password" to save it.
4. Click "Back to Login" to see the main login screen.
   
   

You'll receive a confirmation email about your login setup and you can use the button in that email to quickly go to the main login screen.

Log Into Your Customer Portal

After you've set up your customer portal login details, follow the instructions below to access your portal:

1. Go to https://portal.servicecore.com/login or click "Back to Login" from the instructions above or click "Login to My ServiceCore Account" from the email shown above.
2. Enter your login information and click "Login".
   
   
    

TIP: If your email address is linked to more than one company in the customer portal, you'll be able to select which company you want to access when you log in. You can also switch between companies at any time from the left-hand menu once you're logged in.

Request a Service From Your Provider

Using your portal, you can easily request a service from your service provider online without having to call or email their office.

The available services you can request through the portal are determined by what your provider allows to be requested online. 

If there's a particular service you're looking for but can't find in your portal, it's likely because your provider doesn't allow it to be requested online. You'll need to call or email their office instead to request that service.

Please Note: A service request doesn't guarantee that the service will be provided. The request will need to be reviewed and approved by your provider.

To request a service, just follow the instructions below:

1. From the Request Service page, select the Site that needs a service. 
   The drop-down list contains all the sites that your service provider has previously worked at before.
   TIP: If you want to request a service at a new location your service provider hasn't previously worked at before, use the "+ Create New Site" button to add a new location and request service there.
2. If the needed service involves a particular System, like a septic system, select it from the System drop-down. 
   The drop-down list contains all the systems that your service provider has previously worked on before.
   
   
3. Choose the date that you'd like the service performed on along with a Start and/or End time, if needed.
   Your service provider will try to accommodate your request, but may be unable to depending on previously scheduled work.
   
   
4. Select the Product your service is related to, like a dumpster bin or portable toilet.
5. Select the Quantity related to your service. For example, if requesting a pump-out service for a single portable toilet unit, select '1' as your quantity.
6. Select the Service you need to request, like a pump-out, dump-and-return, etc...
7. If you need more than one combination of Product+Quantity+Service, click "+Add Item to Request to add another service request for the same Site location.
   
   
8. If you want or need a Purchase Order Number associated with this service request, add it to the P.O. Number field.
9. If there any notes your service provider should know, add them to the Comments field.
   
   
10. Click on the "Submit" button to officially submit your request to your service provider so they can review it and follow up with you.
    
    

Add a New Site Location for Your Service Provider

If you want to request a service at a new location your service provider hasn't previously worked at before, just follow the instructions below:

1. From the Request Service page, click the "+ Create New Site" button.
   
   
2. Give your new Site location a name.
3. Select the Type of location it is.
   
   
4. Enter the address of your new Site location, if it has one. This is used for both billing and GPS purposes.
   
   Please Note: If you check the box next to 'Use address for [customer name] as billing address', it'll auto-fill the address fields with your billing address information.
   
   
5. The GPS coordinates will auto-fill to match the address you entered in the previous step. If the address you entered is the billing address but not the actual Site location, drag the red map pin around and use the zoom buttons to place the pin at the correct Site location. The GPS coordinates will auto-update as you move the pin around the map.
   
   
6. If there any notes your service provider should know, add them to the Comments field.
7. Click "Save Site and Location" to add it to your service provider's list of Site locations so you can select it when requesting a service.
   
   

Make a Payment on an Invoice

Using your portal, you can view all the one time invoices and multi-site invoices (one time invoices for the same location bundled together) that have an unpaid balance and securely submit payment on one or more of your unpaid invoices.

Only unpaid invoices will appear in your portal. After you submit a full payment for an invoice, it will disappear from your portal. However, you'll receive a payment receipt via email for your records.

Please Note: Your service provider must allow invoices to be paid online in order for open invoices to appear in your customer portal. If you know you have an unpaid invoice but cannot find it in your portal, please reach out to your service provider so they can update the invoice to allow online payment.

To pay an invoice, just follow the instructions below:

1. From the Make a Payment page, select what you'd like to pay: Single-Site (one time) invoices, Multi-Site invoices, or a Custom Amount.
   
   TIP: If you select 'Custom Amount', you can submit any amount of payment as long as it doesn't exceed the total amount you owe across all invoices. Your payment amount will be applied to the oldest unpaid invoice first, then the next oldest, etc...until your full payment amount has been applied to as many invoices as possible.
   
   
2. If you selected 'Single-Site' or 'Multi-Site' invoices, use the checkboxes to choose which invoice(s) to pay. 
   
   Please Note: You can adjust the amount you're paying on each invoice if needed, but until the invoice is paid in full, it'll remain Unpaid or Overdue.
   
   
   
   If you selected 'Custom Amount', enter the amount you'd like to pay towards your Unpaid/Overdue invoice(s).
   
   
3. In the Payment Type drop-down menu, choose between Credit/Debit and Bank Account.
4. If you have a card or bank account saved in your customer portal, that payment method will be pre-selected.
   
   
   
   If you don't have a payment method saved in your customer portal, you'll need to add your payment details.
   
   TIP: Check the box at the bottom to securely save your details for future payments.
   
   
5. Click "Submit Payment" to finish the transaction.
   
   

Save Your Payment Details in Your Portal

To make paying your invoices even smoother, you can securely save one or more payment method in your customer portal.

Your service provider will see that you have a saved payment method in their ServiceCore account, but the main details will be hidden from them to protect your privacy and comply with federal regulations.

Please Note: By saving your payment details in your customer portal, you're giving your service provider the ability to manually charge your payment method for any future or currently unpaid invoices. Please contact them for more information on how they'll obtain your permission in the event they wish to manually charge your payment method themselves.

Currently, you'll have to pay an Unpaid invoice in order to save a payment method in your portal. If you want to save a payment method on file with your service provider without making a payment, please contact them so they can save it for you. 

To save your payment details, just follow the instructions below while paying an invoice:

1. From the Make a Payment page, scroll down to the 'How will you be paying?' section. 
   
   If you've previously saved a payment method, click "+ Add Card" or change the Payment Type and click "+Add Bank". 
   
   
   
   If you haven't already saved a payment method, just fill out the Add Card form or change the Payment Type and fill out the Add Bank Account form.
   
   
2. Check the box next to 'Save method for future transactions'.
3. Continue with the rest of the invoice payment steps. After your payment method is charged, it'll appear as a saved option for future use.

Manage Your Portal Access and Contact Information

If you're a primary point contact for your service provider, you'll be able to manage who else has access to your customer portal. 

This is helpful if you're a commercial business contracting with a service provider for long-term rentals/services since there may be multiple people on your team who need access to view/pay invoices and/or submit service requests.

If you click on the settings icon in the top right corner, you'll see a list of all of your company contacts and site contacts.

Company Contacts are primary points of contact for your service provider to reach out to for any reason.

Site Contacts are the primary points of contact for specific locations that your service provider can reach out to for site-specific things, like blocked access or schedule updates for expected rentals/services.

All of the company and site contacts that your service provider has recorded in their ServiceCore account will appear in this list. 

Any company or site contacts that you add to your customer portal will also appear to your service provider in their ServiceCore account. 

Any changes to company or site contacts that you or your service provider make will update on both sides so you're both working with the most recent information. 

Add Company Contacts

To add a new company contact, just click "+ Add Contact".

If you want this company contact to be able to access your customer portal, you must include a working email address.

If you don't want this company contact to be able to access your customer portal, you'll need to reach out to your service provider so they can add them without an email address. 

Please Note: While you could technically add contacts with a fake email address, this may confuse your service provider if they include them on any future emails. This could lead to misunderstandings/miscommunication. 

To enable or disable portal access, edit a contact's information, or delete a contact, use the options to the right of the contact. 

Please Note: Neither your service provider nor ServiceCore can retrieve a deleted contact so make sure you want to perform this permanent action.

Add Site Contacts

To add a new location-specific contact, just follow the instructions below:

1. Click into the Sites & Contacts section.
2. Click the View Site Details button on the right.
   
   TIP: Only the first 10 sites are shown on this page. If you're looking for a specific site that doesn't appear in the list, use the Search field to find it by site name, address, or site number (created by ServiceCore).
   
   
3. Click "+ Add Contact" to add their details.
   
   
4. After you click "Save Contact", you'll need to toggle on their portal access. 
   
   

They'll receive an invitation email to set up their portal login and will then be able to request services from your provider.

Please Note: Site contacts cannot view or pay Unpaid/Overdue invoices, they'll only be able to access the Request Service page.

If the same person is a company contact and a site contact, they'll be listed in both areas. If you want to remove their portal access at any time, you'll need to toggle off their access in both areas.

If you have any questions, please reach out to our Support team through the chat widget on the bottom of this page or by sending an email to support@servicecore.com!