How to create a Service ticket in Client Portal?

 

This video shows you exactly how to make the most out of AntMyERP’s Client Portal. The portal offers simplicity and efficiency, this helps clients manage service requests, devices, and assets all from one secure place. Whether you run a business or part of a support team, it makes day-to-day tasks much easier.

Here’s what you will learn in the video:

Logging In – Start by signing into the Client Portal with your credentials. The dashboard gives you a clear view of your active requests and assets.

Creating a Service or Toner Call – Learn how to quickly submit a new request. Add the details, set the priority, and your request is ready to be addressed.

Tracking Updates in Real-Time – See the status of your requests at any moment. The portal keeps you informed whenever there’s a progress update or technician note.

Checking Device and Contract Details – View all information about your devices, warranties, and contracts. Track maintenance history and upcoming service schedules easily.

Managing Branches and Contacts – Add or update branch and contact information so everything stays accurate and organized.

Assigning Assets to Users – Allocate devices or assets to team members for smooth tracking and management.

With these steps, managing service requests and assets becomes simple and stress-free. The Client Portal makes it easy to stay on top of everything while saving time and avoiding confusion.

Watch the video and take control of your requests and assets with ease.