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Customer Portal

CUSTOMER PORTAL

Communicate With Your Clients 24 Hours/Day With the Dataforma Customer Portal!

  • Clients can access any information you make available; site history, service calls, project info, photos/docs – even warranty info
  • Clients can submit service requests without picking up the phone and your staff is instantly notified
  • Set budgets to let your clients know how much they can expect to spend on their assets
  • Notify your clients of additional work that needs to be completed and allow them to approve those requests at their convenience

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