Requests 

1. Log in to your customer portal and click Requests in the left pane.
   
2. Click Create Request.
   You can also perform this action from the Home screen.
3. Enter the following details, then click Save:
   
1. A Subject for the request
   
2. A Summary of the request
   
3. Select the Estimate Required field if you want to receive an estimate for your request.
   
4. A Preferred Date for the service call.
   
5. A Preferred Time Slot for the service call.
   
6. A Preferred Time for the service call.
   This field will be displayed if Customer Time is chosen in Preferred Time Slot field.
7. A Service Address
   This is the address of the customer's location where the service task needs to be carried out. If a Service address exists for the customer, that address is filled in the Service address field. If the Service address does not exist then you can choose any other address available for the customer or click Create New. On clicking Create New, the Add New Address overlay will be displayed. To add a new address, enter the details and click Save.
   
   

Once the request is created, the details page of the created request will be displayed.

1. Name
   
2. Summary
   
3. Status
   
4. Requested Date
   
5. Preferred Start/End Date & Time
   

Clicking the Request tile will take you to the respective details page.



Within the Request Details page, the progress of the request is indicated through a wizard. In some cases, where there are multiple instances of an entity (service appointment, invoice, etc), the wizard shows overlapping circles. Clicking these circles will display information about these entities.

Estimates 

1. Log in to your customer portal and click Estimates in the left pane.
   
2. You can either Accept or Reject an estimate.
   
1. Accept an Estimate
   Click the Accept button for the estimate in the Estimate List page. This action can also be performed within the Estimate Details page. You can also accept an estimate by clicking the Accept button for the estimate in the Requests list page.
   
   
   
   
2. Reject an Estimate
   Click the Reject button for the estimate in the Estimate List page or click on an estimate and click the Reject button in the Estimate details page. Enter a reason in Reason for rejection pop-up and click Reject.
   
   

Invoices 

1. Log in to your customer portal and click Invoices in the left pane.
   
2. Click on the invoice link or Make Payment.
   
   
   
   
3. In the Invoice Details page, click the Make Payment button to view the payment options page.
   
   

Dashboard 

Customer Profile 

1. Log in to your customer portal and click the User Info [] icon in the top right corner.
   
2. Hover over the address block that you want to modify and click the Edit [] icon.
   
3. Modify the necessary details and click Save Address.
   
4. To change the address, Service or Billing, click Change Service Address or Change Billing Address and in Your Addresses dialog window,
   
1. Click Add New Address. Enter the necessary details and click Save Address.
   
2. Make the address as the default billing or service address.
   
3. Edit the addresses if necessary.
   In the map view, clicking on Go to Marker pinpoints the exact location of the address.