What's New & Improved
- Customer Search Expanded - Primary and Additional Email Addresses and Phone Numbers: We have expanded the search within the Customer hub to allow for searching by both Primary and Additional Email Addresses and Phone Numbers. The view now includes a +1 when more than one email address or phone number is on file and when search for an additional email address or phone number, the search will help populate the correct customer.
- Customer Profile View Expanded - Primary and Additional Email Addresses and Phone Numbers: We have updated the view of the Customer Profile to show both Primary and Additional Email Addresses and Phone Numbers once saved to the Customer Profile.
- Communications Enhancements: We have added three (3) new native communications within your Company Settings. To locate the Communications Manager, select Company > Communications.
- Admin Notification (Email) when a Customer makes a Payment via the Customer Portal.
- Customer Membership Renewal Reminder (30 Days Before), sent to a customer 30-days before their membership expiration when auto-renewal is OFF (Email / SMS).
- Pre-Appointment Reminder for Customers 24-hours Prior to Scheduled Appointment (Email / SMS).
For details around the Communications Manager and how to leverage this, please see our expanded Knowledgebase Article here: https://support.sera.tech/communications-manager
- Upgraded Customer Portal: We have made massive improvements to the Customer Portal experience and the new Customer Portal is now live. For additional details on the upgrade and experience for Customers, please see the below Training articles.
- Customer Portal - Overview and Initial Access
- Customer Portal - Logging in and Dashboard View
- Customer Profile - Managing Your Profile
- Customer Portal - Appointments, Service History, and Technician "on their way" Tracking
- Customer Portal - Quotes (List and Detail View)
- Customer Portal - Invoices and Payments
- Customer Portal - Scheduling Appointment Wizard