Using the Customer Portal
Track requests, view released reports, your assets, permitted invoices, and submit new work.
Required permissions: A customer portal account linked to your company's customer record.
Self-service access to your inspection information, without email chains.
Before you begin
- Sign in via Customer Login
Step-by-step instructions
- 1
Track your requests
Active requests show their status, new, quoted, approved, scheduled, in progress, with site and asset details.
- 2
View released reports
Completed reports appear once technically approved and released by your provider. Open one to read findings, conclusion, recommendations, and the recorded approval.
- 3
Review your assets
Your asset history accumulates as inspections complete.
- 4
Check permitted invoices
Your provider can make invoices visible to your account.
- 5
Submit a new work request
Choose New Request and complete the site, asset/component, inspection method, priority, requested date, and scope. Your provider receives it immediately.
Expected result
You can answer your own status questions and retrieve released reports whenever you need them.
What happens next
New requests are answered by your provider's team; watch the request list for status changes.
Fields explained
- Report statuses you will see
- Approved or Delivered only, drafts and internal review states are never shown to customers.
Troubleshooting
Cannot open a report
Released reports open in the portal; if one fails to open, note the report number and contact your provider.
Related questions
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