Customer portal for equipment dealers
Custom softwareAn equipment dealer's team spent a large part of the day answering the same calls: where is my order, when is my service visit, can I order more supplies. We built a customer portal so customers can get those answers, and reorder, on their own.
From the point to the layer
The client
An equipment dealer that sells, services and supplies equipment for business customers. Its customers depend on that equipment day to day, so orders, service visits and supplies all matter.
The challenge
The dealer already had the information customers wanted. It was just locked inside internal systems, so customers had to call or email to get it. Every status question took the team away from service work, and customers waited for answers the business already had.
The existing customer site was dated, and the client wanted something modern that still felt familiar and practical for their customers.
What we built
How we worked
The result
Customers get one place to check orders and service visits and reorder supplies on their own, any time. Fewer status calls reach the office, so the team can spend its time on service.
What the team sees
About this project
Did the dealer have to replace their internal systems?
No. The portal sits on top of the systems they already use.
Can customers see equipment they own?
That is a natural next step. Each unit, its serial number and its service history can be shown alongside orders and visits.
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