Customer Portal & Reviews
A home page for every customer, with their health, requests and approvals in one place, quarterly reviews that sell themselves, and quotes built from the data you already have.
A portal worth logging into
Customers sign in and land on their own home page, not a console built for technicians. It shows how their environment is doing, what needs a decision and what is coming up, and it is the page you point them to when they ask how it is going.
- A health score for the month, with last month beside it
- Open requests and recently resolved ones, and a way to raise a new ticket
- Renewals due in the next four months, without prices or internal notes
- Risks worth acting on, such as unsupported systems and expiring warranties
- Links to their status page, their reports and their compliance scores
- Customer users see only their own organization, and can be limited to chosen sites
- They can sign in with their own company account instead of a password kept here (single sign-on)
Approvals in one click
Ask a customer to say yes to something, and keep the answer on the record.
Ask from where you are looking
Ask a customer to approve a replacement from the device page, a purchase from a quote, or planned patching from the customer’s Approvals tab.
It becomes a ticket
The request opens or links a ticket, and the customer’s administrators are emailed. Their answer is posted on the ticket as a public reply.
Approved patching schedules itself
Approve patching with a time window and the maintenance window is created for you, so the restart does not page anyone.
Customers see only their side
Internal notes, audit history and links never reach a customer; their own comments are always public.
A status page they can bookmark
Publish a page for each customer on your own TechSavve address, showing their services and uptime and nothing else: no device names and no internals.
A status page for the platform itself New
When something is slow, customers ask the same question: is it down, or is it us? Switch on a public page for your TechSavve platform and the answer is a link.
Real checks, not a switch
Two background workers check the console, the database, the monitoring engine and data collection once a minute, and each watches the other. The page shows the state now and 90 days of availability for each part, and nothing about any customer.
Maintenance, planned properly
Post a window with its start and end, the expected downtime, what is affected and what you will do if it does not go as planned. It shows as in progress by itself, can complete itself, and can be limited to chosen customers.
Reminders and a banner
Subscribers, and your customers’ users, are reminded by e-mail a week, three days, a day, some hours or an hour before the window. Signed-in users also see a banner for work coming up.
Incidents and a changelog
Post an incident, add updates as you learn more and resolve it. Visitors can follow by e-mail or an Atom feed, and a “What’s new” page lists each release.
A status page on the same server goes down with it, so TechSavve can also publish a copy to a separate web server, S3 storage, Azure Blob or an SMB share every few minutes. The copy says so when it has not been refreshed.
New. TechSavve’s own status page runs on this feature. E-mail updates and reminders have been tested with test mailboxes only.
Quarterly business reviews New
One click builds a customer’s review as a PDF or an editable PowerPoint: a health score from A to F, uptime, incidents, patching, backups, hardware and security risks, what their network shows to the internet, and a list of problems solved before anyone noticed.
Quotes from the data you already have New
Assets & Lifecycle finds what needs attention. One click turns the list into a quote, and an accepted quote becomes a draft invoice.
What it finds
Out-of-support PCs and servers, aged hardware, warranties ending, servers with no backup, failing disks, renewals and certificates coming due.
Your prices
A price list you set for each kind of line, a quote number series, and a PDF the customer can download.
Approved in the portal
The quote goes to the customer as an approval request. Accept and a draft invoice is built; decline and the quote is closed, with the answer kept on the ticket.
Recurring work stays clear
Monthly lines, such as backup, are billed for the first month, and the invoice note says what repeats.
New. The portal, approvals and quotes were tested end to end with test accounts and in our own demo. They are newly released, and we would like to hear how your customers use them.
Documents they can read, and policies they confirm New
Everything you document about a customer is private to your staff until you decide otherwise. Then the customer reads it in their portal, and can say that they have read it.
Share what you choose
A document, or one of the self-writing living documents about their equipment and software, is shared with a customer one at a time and can be hidden again.
Policies they sign off
Mark a policy as needing confirmation and each of the customer’s users confirms in the portal that they have read its current version. You see how many have.
Written once for everyone
The Standard Library holds your SOPs and policies once, and copies them into each customer with their name, your company’s name and the date filled in.
Only their side
Customers see their own documents only, never your notes, other customers or the history of a living document, and cannot change anything.
New. Tested end to end with test accounts on a test system; newly built.
Compliance in their view
Customers whose work is regulated can see their compliance scores in the portal, and you can hand over the evidence as a PDF or ZIP.
See TechSavve RMM in action
Book a free demo with the DFWTechPros team.