Nexsyis Customer Portal
On any of the following customer communication messages sent to customers by text or e-mail, an "Access your repair" link will be included. This link will take the customer directly to the Nexsyis customer portal where they can see their Repair Stage, available photos, available documents, and estimate.
- Folder Invitation
- Follow Ups
- Repair Plan Steps
- E-mail / text returning signed documents
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1. Page 1- Last name validation
Customer should type in her last name (capitalization does not need to be correct but spelling does)
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2. Page 2: Contact Us & View Repair Status
a. "Contact Us" button (on all pages)
i. "Call" button. If on a phone mobile device, this will pull up the location or call center phone #
ii. "Message" button. This will send a "Customer Message" to the Sales/Service Resource of the Folder. It will also send an e-mail message to the Location e-mail, Call Center e-mail, and Service Resource on the Folder (if their e-mail is set up under the Resource setup screen.
b. Repair Status. The customer will see any completed stages and the current stage in progress. If they click on the down arrow, it will show an explanation of the stage.
Note: only stages included on that Folder's Repair Plan AND have an "Explanation of Stage for Customer Portal" set up will show. If a stage does not have an Explanation set up, the Folder will appear to be in the last completed stage.
Page 3: Photos
This will show the customer any photos marked as Visible to Customer
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Page 4: Documents
This will show the customer any documents marked as Visible to Customer (included documents that have be electronically signed)
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Page 5: Estimate(s)
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Footer: Provide Feedback
Feedback submitted will send an e-mail message to the Location e-mail, Call Center e-mail, and Service Resource on the Folder (if their e-mail is set up under the Resource setup screen).