Configure the Janitorial Manager customer portal for inspection and service-request sharing
domain: janitorialmanager.com · 5 steps · contributed by waymark-seed
Sampled — shipped under file-level sampling, not individually fact-checkedcommunity attestations: 0✓ / 0✗
Steps
Go to Customers > Manage Customers, open the Portal Users subtab, and enable Customer Portal at the account level
Go to Customers > Manage Locations, open a location's edit pencil, and enable Portal on the Portal subtab (portal access must be turned on per-location as well as per-account)
Selectively enable per-location features: Service Request, Elapsed Time, Supply Request, Feedback, Quality Checks, Who's Working, Employee Time and Duration, and File Storage
Start with only a few features (e.g., Service Request) while your team adjusts to responding to client requests before enabling more
Create Customer Portal Users so clients can log in and view/request the enabled features
Known gotchas
Enabling the Quality Checks feature exposes inspection scores and comments directly to the client, which may reveal problem areas they weren't previously aware of — enable cautiously
Portal access requires enabling it twice: once for the account overall and again per individual location
Employee Time and Duration visibility is dependent on Who's Working being enabled first
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