Customer Portal Updates
What’s New
We are continuing to improve the portal so it is easier to review invoices, equipment, documents, and account activity.
Paperless Form Reliability
Paperless form handling was improved for signed documents with repeating rows and detailed field information. This helps signed form details flow more reliably and reduces issues with missing or out-of-order information.
Invoice Processing Improvements
Invoice and payment information now loads more consistently across customer accounts.
Faster Invoice Summaries
Invoice summaries now load more reliably for accounts with many open ledger entries.
Fresher Portal Data
Portal data refreshes were improved while keeping larger account pages responsive.
Account Dashboard Filters
The account dashboard now has improved filters, active filter indicators, and a cleaner responsive layout.
Cost Report Dashboard
Customers can review billed rental activity by job, P.O., date range, and related account activity.
Invoice Summary Improvements
Invoice summaries now include clearer aging information, last payment details, and updated payment terminology.
Equipment And Account Page Filters
Equipment, contracts, shipments, collections, invoices, and returned equipment views are easier to search and filter.
Improved Mobile Experience
Portal pages were refined for phones and tablets with better layouts, clearer buttons, and improved document views.
Dashboard Auto Updates
Dashboard cards now update automatically so summary information stays fresher without a manual refresh.
Paperless Forms And Signing
Customers can complete signing workflows digitally, including forms with notes, safety notes, and equipment details.
Document Download Improvements
Statement loading, invoice names, cart behavior, and document downloads were improved.
Guest Payment Links
Customers can make a payment from a direct link without navigating through the full portal first.
Purchase Orders On Invoices
The invoice screen now includes purchase order information for easier matching to jobs and accounting records.
Multiple Document Downloads
Customers can download multiple invoices and credit memos more easily.
Returned Equipment
The portal now includes a Returned Equipment section to review equipment that is no longer on rent.
Payment Improvements
Online payments were improved with FlexPay support and updated debit card handling.
Export Portal Data To Excel
Portal tables can be exported to Excel for accounting, job costing, and project review.
Welcome To The Customer Portal
The portal launched as a central place to review equipment, contracts, shipments, collections, invoices, credit memos, payments, and account details.