Client Portal: Be seen as an established dependable professional services organization, and minimize the number of non-billable information requests that suck up the work day, by offering clients a professional web-based self-service Portal. By logging onto the Portal, clients can open and view Support Requests, see invoices and billing information, adjust their settings like email notifications, and more. You customize the Client’s view as well as control access and permissions, based on user email address. |
|
 |
Open and View Support Requests: Manage more Support Requests more quickly and efficiently with Shockey Monkey. Help to optimize billable utilization by allowing clients to help themselves to the services you provide without having to pick up the phone and call you. Clients simply log on to their Portal to open a new Support Request and select the priority, urgency and service, or click to review existing Support Requests. |
Invoices and Billing: Cut down on administrative costs and decrease the red tape in the billing process by giving clients the ability to view their invoices and billing agreements online with Shockey Monkey’s Client Portal. |
 |
 |
Role-based Access Levels: Ensure efficient workflows, privacy and solid security by assigning roles based on email address log-in for different client user types. These include Client Administrator, which allows access to company-wide data including invoicing information in the portal, and also allows for specific communications preferences to be respected. The Client User level permits the user to create tickets and view the tickets created by that user, but does not allow access to other tickets or billing information, and the Accountant role allows access to the invoicing and billing section of the Shockey Monkey Client Portal. |
Customizable Client View: Simply and quickly communicate with clients, on a personal level. Leverage your Client Portal as a Client Communications vehicle. In addition to showing your client important information based on their log in role, the main Welcome page of your Shockey Monkey Client Portal is customizable with whatever information you wish to present: special offers, important announcements, billing rate changes, etc. in order to continuously add value and grow relationships with clients. |
 |
Email Integration for Client Portal: Make it even easier for clients to get your help with Shockey Monkey Email Integration. All email sent to a dedicated support address will automatically create a Support Request in Shockey Monkey, so clients can request service without even having to pick up the phone. |