TemplaCMS Customer Portal allows you to share key contract data with clients such as contract KPIs
28 April 2015
The TemplaCMS Customer Portal module allows you to deliver information and selective data entry functionality out to your client via the internet through a password controlled client log-in screen on your website.
This module, allows you to deliver information and selective data entry functionality out to your client via the internet through a password controlled client log-in screen on your website. This can include client financials such as aged debtor balances with a drill down list of outstanding transactions.
The TemplaCMS Customer Portal module can also include access to selective contract details for each cleaning location in the client’s contract. For example your cleaning specification, staffing complement, staff training records, quality inspection scores, risk assessments and the site binder. The latter is currently a legal requirement whereby at each client site a manual (binder) of all company and site related documentsis held centrally. The client should be able to go to the site binder at any time as part of their quality or health and safety procedures and locate this information. Consequently, the company should be keeping this up to date as information changes.
In an age where transparency and openness are valued as part of a successful client-contractor relationship, the ability for clients to access relevant information is key. You are seen to be promoting a partnership approach whilst remaining in control of the information you are sharing