How the Multifix customer portal is the management tool you need
A common misconception regarding the Multifix customer portal is that it is only for placing orders. It’s great for doing that, but that’s just one of its features.
In fact, the portal can help you greatly from a management perspective and really help you save a lot of time in the process, with a lot of valuable information readily available.
In this article, we will go through three of the ways that it can be the management tool that you need, thanks to some of its features.
Once you’ve made an order of anything, all you want to know is when is it going to turn up. Construction is no different, but finding out can be a bit of a faff.
However, with the customer portal, finding out is incredibly easy. With a few clicks, you can see exactly when your delivery is going to turn up and can plan accordingly.
All you have to do is click on the van icon by your order under the Despatched tab and you’ll get a screen giving you an ETA and a delivery progress bar.
It’s worth noting that you do not need to have placed an order on the portal to have access to this feature. Getting an ETA will be available to you, no matter how you order.
Of course, if something happens on the road, you can also see that and factor it in. You also have the option to live track our drivers, so you can see exactly where your delivery is!
Our drivers will still call you 10 minutes before they’re due to arrive to give you a heads up, but knowing when they’re set to arrive can be a huge help. To see how to track your order, you can watch a short video on how to do so here.
Searching for a proof of delivery to check an invoice can be hugely frustrating and time-consuming, but the portal has something in place to help with that.
With the portal, you can access all your proof of deliveries (PODs) and invoices with relative ease, containing all the information that you need.
Through the portal, you can either download a PDF copy of either a POD or an invoice, or you can print off a copy straight away.
While you still may need to print off copies for your records, it won’t be a disaster if you lose one, as you can download as many copies as you need from the portal.
You can see how to do so by watching this video.
There’s a lot to juggle in a managerial role and that can be difficult to stay on top of, but the portal can be of a huge help to you in that regard.
One way of doing so is setting up spending limits, which can help improve cost control, mitigate risks and stop impulse purchasing.
Through the portal, you can put spending limits on your account, which gives you a great deal of control from a managerial perspective, while also reducing unnecessary spending.
Having that element of control as a manager can only be a good thing and is something that the portal can provide with very little fuss.
To find out how to set up spending limits, click here for a video explanation.
One of the main reasons we created the portal is because we wanted to make things easier for you – to save you time and to make things more efficient.
We fully accept that some people don’t wish to use the portal for ordering and that’s fine. We understand it isn’t for everyone and we wouldn’t want to put a barrier in the way of your great relationships with our team.
However, we do believe in its ability to be an outstanding managerial tool and the three reasons listed are perfect proof of that.
If you would like to find out more on how the customer portal can help you, read this article on how it can make your life easier.
In fact, the portal can help you greatly from a management perspective and really help you save a lot of time in the process, with a lot of valuable information readily available.
In this article, we will go through three of the ways that it can be the management tool that you need, thanks to some of its features.
You can track your order and get an accurate ETA
Once you’ve made an order of anything, all you want to know is when is it going to turn up. Construction is no different, but finding out can be a bit of a faff.
However, with the customer portal, finding out is incredibly easy. With a few clicks, you can see exactly when your delivery is going to turn up and can plan accordingly.
All you have to do is click on the van icon by your order under the Despatched tab and you’ll get a screen giving you an ETA and a delivery progress bar.
It’s worth noting that you do not need to have placed an order on the portal to have access to this feature. Getting an ETA will be available to you, no matter how you order.
Of course, if something happens on the road, you can also see that and factor it in. You also have the option to live track our drivers, so you can see exactly where your delivery is!
Our drivers will still call you 10 minutes before they’re due to arrive to give you a heads up, but knowing when they’re set to arrive can be a huge help. To see how to track your order, you can watch a short video on how to do so here.
You can access proof of deliveries and invoices
Searching for a proof of delivery to check an invoice can be hugely frustrating and time-consuming, but the portal has something in place to help with that.
With the portal, you can access all your proof of deliveries (PODs) and invoices with relative ease, containing all the information that you need.
Through the portal, you can either download a PDF copy of either a POD or an invoice, or you can print off a copy straight away.
While you still may need to print off copies for your records, it won’t be a disaster if you lose one, as you can download as many copies as you need from the portal.
You can see how to do so by watching this video.
You can set up spending limits
There’s a lot to juggle in a managerial role and that can be difficult to stay on top of, but the portal can be of a huge help to you in that regard.
One way of doing so is setting up spending limits, which can help improve cost control, mitigate risks and stop impulse purchasing.
Through the portal, you can put spending limits on your account, which gives you a great deal of control from a managerial perspective, while also reducing unnecessary spending.
Having that element of control as a manager can only be a good thing and is something that the portal can provide with very little fuss.
To find out how to set up spending limits, click here for a video explanation.
Making your day-to-day easier
One of the main reasons we created the portal is because we wanted to make things easier for you – to save you time and to make things more efficient.
We fully accept that some people don’t wish to use the portal for ordering and that’s fine. We understand it isn’t for everyone and we wouldn’t want to put a barrier in the way of your great relationships with our team.
However, we do believe in its ability to be an outstanding managerial tool and the three reasons listed are perfect proof of that.
If you would like to find out more on how the customer portal can help you, read this article on how it can make your life easier.
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