GIVE YOUR CUSTOMERS THE INFORMATION THEY NEED, WHEN THEY NEED IT
Customer Dashboard
Provide customers with secure access to their sites, jobs, documents and service information through a fully customisable dashboard. Choose what information to display from your Atom system and tailor the dashboard to your business, giving customers greater visibility while reducing the administration involved in keeping them informed.
Your branding.
Your information.
Your customer dashboard.
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MORE THAN JUST A CUSTOMER PORTAL
Give your customers a clearer view of your services
Atom’s optional Customer Dashboard provides a secure, branded space where customers can access information about their sites, service activity and account. From viewing job history and planned maintenance to reviewing quotations, invoices and documentation, the dashboard helps customers find the information they need without contacting your office.
These are just some of the features available within the Customer Dashboard. The information displayed can be customised using data held within your Atom system, allowing you to create a dashboard tailored to your business and the needs of your customers, rather than being limited to a fixed set of standard features.
Custom Branding & Design
Create a professional customer-facing dashboard that reflects your business. Customise the appearance with your company logo, colours and styling, giving customers a familiar, branded environment where they can securely access important service information.
Fully Customisable Information
Tailor the dashboard to display the information that matters most to your customers. Data held within your Atom system can be made available through customisation, allowing you to build customer-facing views around your services, contracts, reporting requirements and operational processes.
Customer & Site Visibility
Give customers secure access to information about their associated sites. Display site contacts, asset records, previous jobs, service documents and compliance information, providing a central place to review activity across individual sites or larger property portfolios.
Purchase Invoicing
Record supplier invoices against approved purchase orders, ensuring every purchase invoice is linked to an authorised order. Scan or upload original supplier invoices, create part invoices when required and maintain supporting records for accurate purchasing administration.
Scheduled Invoicing
Simplify recurring billing for maintenance plans with scheduled invoices. Set the invoicing frequency and amount, then choose whether invoices are automatically sent to customers or created for manual review and sending, giving you flexibility over ongoing billing arrangements.
Accounting Software Integration
Export invoice information from Atom to supported accounting software packages, reducing duplicate data entry and keeping records consistent. Invoices are automatically marked as transferred once exported, while payment status can also be recorded within Atom to help maintain accurate invoice records.
Quotations & Invoices
Allow customers to access commercial information through the dashboard. View quotations, approve proposed work and download invoices, statements and supporting documents, reducing the need for manual communication and helping keep financial records accessible.
Service & Callout Requests
Give customers a convenient way to submit call-out and service requests directly through the dashboard. Requests are recorded within Atom for the helpdesk team to manage, helping capture the necessary information and streamline communication between customers and your office.
Jobs & Planned Maintenance
Keep customers informed about work carried out and upcoming visits. Provide visibility of job history, current work, planned maintenance schedules, engineer notes and supporting documentation, helping customers monitor service activity across their sites.