Help Center
-
FAQs
-
Velocity View
-
Velocity Office
-
-
- Add Job Cost Transactions
- Add Payroll Transactions
- Build Sheet
- Custom Location Barcodes
- Export to QB
- Move Transactions
- Non-Inventory Charges
- Parts – Parts Request
- Parts – Print Item Barcodes
- Parts – Remote Inventory
- Parts – Scan Parts
- Quality Score
- Review Job Cost Transactions
- Review Payroll Transactions
- Scheduling
-
- Build Assemblies Min Max Planning
- Build SOS Forms
- Customer Balances Report
- Customer Invoices
- Inventory Transaction Detail
- Invoice Detail
- Item Ordering Report
- Job Cost Labor
- Job Status
- Location Barcodes
- Part Requests Report
- Parts – Reorder Report
- Payroll
- Payroll vs Costing
- Production Hours
- Profit
- Sales Pipeline Report
- Sales Receipt – Invoice Detail Discrepancies
- Sig Series Journal
- Stock Inquiry Report
- TBO Report
- Show Remaining Articles (6) Collapse Articles
-
- Action Board
- Build Sheet Categories
- Build Sheet Templates
- Build Types
- Colors
- Customer Portal Users
- Edit Inventory Locations
- Employee Departments
- Employees
- Employees Read-Only
- Job Locations
- Jobs
- Labor Codes
- Lines
- Menu Security
- Parts – Order Parts Categories
- Posting Classes
- Pre-Ship Template Items
- Request Locations
- Request Reasons
- Reset Build SOS
- Routing Departments
- Sales and Marketing URLs
- Security Group Permissions
- Security Groups
- Slack Routing
- Slack Users
- SOS Build Forms
- SOS Forms Labor Code Mapping
- SOS Master Forms
- Users
- Show Remaining Articles (16) Collapse Articles
-
-
-
Velocity App
Table of Contents
Customer Portal
Print
PostedJuly 6, 2023
UpdatedOctober 1, 2023
Overview
The Customer Portal is to simply show the build status and work in progress images to customers. Customer Login is separate from Internal User/Employee Login.
Upon successful login, Users will see their PO / Job details in the header (shown below), otherwise blank fields. If the customer is not seeing proper details regarding their Job, it could be due to a lack of Job / PO number association done by Velocity admin. User must contact the office to get it fixed.
If the customer can see PO / Job details, they will also be able to see all the images and any other information uploaded by Technicians, who ticked the Show Customer checkbox when uploading the information using the mobile app.