Customer and partner portals in the Service ERP.
Give your customers and business partners convenient access to the information and services they need through connected online portals. From submitting meter readings and logging service requests to viewing equipment details and invoices, Nucleus helps customers manage everyday tasks while keeping information connected to your business operations.
Why this domain exists
Customers increasingly expect to be able to access information and manage routine requests without having to contact your team every time they need an update.
Whether they want to check the status of a service request, submit a meter reading or find an invoice, having access to the right information can make their experience easier and more convenient.
When customer portals operate separately from your internal systems, information can quickly become outdated. Customers may see different details from those available to your service or finance teams, leading to confusion, additional enquiries and unnecessary administration.
Nucleus connects customer and partner portals to the same records used throughout your business. This allows customers to access relevant information about their equipment, service requests and billing without your team having to maintain separate records.
By making everyday information and services more accessible, you can reduce routine enquiries, improve communication and give your customers greater visibility into the services you provide.
Important functionality
MP20 brings together the information and self-service tools your customers and partners need, helping them access relevant records and manage routine requests through a connected online portal.
- Customer loginProvide customers with access to their relevant account information through a secure login, keeping their portal experience connected to their existing customer records.
- Meters and devicesAllow customers to view equipment information and relevant meter readings, helping them keep track of their devices and usage.
- TicketsEnable customers to submit service requests and check their progress, keeping enquiries connected to your helpdesk and service operations.
- InvoicesGive customers access to their invoices and billing information, helping them review charges and find the documents they need.
A week in the life of self-service
A customer wants to review the latest reading for one of their devices. They can access the relevant equipment and meter information through the portal without needing to contact your team.
A machine develops a fault, and the customer logs a service request through the portal. The request is connected to the relevant equipment and customer records, allowing your helpdesk team to manage it within Nucleus.
A customer has a question about a charge on their latest invoice. They can access their billing information and review the relevant details before contacting your accounts team if further assistance is needed.
An authorised business partner logs in to review the information relevant to their responsibilities, with access controlled according to their assigned permissions.
What has to be true on the same record
Your customer accounts, equipment details, meter readings, service requests, invoices and user permissions all need to be connected.
With Nucleus, information available through customer and partner portals stays linked to the records your internal teams use. This helps customers access relevant information, reduces the need for duplicate administration and supports more consistent communication between your business and the people you work with.
Works with
Keep portal access connected to the correct customer and business partner records, helping ensure users see information relevant to their accounts.
Connect service requests submitted through the portal to your helpdesk, allowing your team to manage customer enquiries alongside other service activity.
Make relevant customer invoices and billing information available through the portal, keeping financial records consistent with your accounts receivable system.
Manage portal user access and permissions, helping ensure customers and partners can only access the information appropriate to their roles.
From the business
"Nucleus' Support Team is always ready and willing to assist, no tedious call centre. The Development Team understand the need for growth and change and are always willing to assist in finding solutions that work for our business in order to improve processes and customer service delivery."
Chantelle Whibley, Financial Director — Hyvest Group
Frequently asked questions
What can customers do in the Nucleus portal?
Customers can log in securely to submit meter readings, log and track service requests, view their equipment and usage, and see their invoices and billing information.
Is portal information kept up to date?
Yes. The portal uses the same records your internal teams use, so customers see current equipment, service and billing information without your team maintaining separate records.
Can business partners use the portal too?
Yes. Authorised partners can log in to see information relevant to their responsibilities, with access controlled by their assigned permissions.