Thanks to the Climapulse Service customer portal, you can give customers access to their installation data and logbooks. This way, they can download a digital copy of your work orders and certificates themselves and always have an easily accessible and up-to-date overview of the documents that they are legally required to be able to present.
To make the customer portal available to the customer, you must enable it when creating the customer. You do this by checking the box for “enable customer portal” and saving it after entering the other essential data.
If an existing customer wants to use the customer portal, select this customer from the list of customers, then click on the pencil at the top right of the screen and save this change.
The authorization code and link are then displayed at the bottom of the customer’s screen under the heading share data. This information is not sent directly to the customer. You must share this data with the customer yourself.
The customer needs the link to be directed to the correct page and there the customer must enter the authorization code.
The customer can also navigate to climapulse.com and click on customer portal (top right of the Climapulse screen)
The token does not need to be filled in. This is used to see a specific installation.