Nexsyis Customer Portal

Setup Instructions

To provide customers with direct access to their repair information, include a link to the Nexsyis Customer Portal in your Customer Messaging Templates.
You can choose which tab the portal opens to:

• Folder tab – main repair status page

• Estimates tab

• Documents tab

When the customer clicks the link, they’ll be taken directly to the portal, where they can view:

• Current Repair Stage

• Available Photos

• Uploaded Documents

• Estimate(s)

Portal Walkthrough

Page 1: Last Name Validation

Customers will be prompted to enter their last name to access their repair information.

• Spelling must match the system, but capitalization does not matter.

Page 2: Contact & Repair Status

Contact Us (available on all pages)

• Call – On mobile devices, this opens the phone dialer with the Location or Call Center number.

• Message – Sends a Customer Message to:

  • The assigned Sales/Service Resource on the Folder

  • The Location email

  • The Call Center email
    (Only if these emails are configured under Resource Setup)

Repair Status

• Displays all completed stages and the current stage in progress.

• Clicking the down arrow next to a stage provides a customer-friendly explanation.

⚠️ Note: Only stages on the Folder's Repair Plan with an explanation configured ("Explanation of Stage for Customer Portal") will display. If no explanation is set up, the folder will appear to be in the most recently completed stage.

Page 3: Photos

Displays all repair photos that have been marked as Visible to Customer.

Page 4: Documents

Shows all uploaded documents that have been marked as Visible to Customer, including any documents that have been electronically signed.

Page 5: Estimate(s)

Displays the estimate(s) associated with the repair.

Footer: Provide Feedback

Customers can submit feedback at any time. This sends an email to:

• The Location email

• The Call Center email

• The assigned Service Resource (if configured under Resource Setup)