How the Self Service Portal works

The Self Service Portal is a web based extension of PlanManager on which the customer can make their own bookings for estimate, vehicle repairs and track the repair process of their vehicle.

The portal makes it possible for the customer to schedule an appointment via the Self Service Portal website and ensures that a new job is automatically created in PlanManager. Checking the status of the repair is also possible via this new platform, based on number plate and job number.

After activation a personal URL is provided. This is a specific Self Service Portal, linked to the PlanManager environment.

In the centre of the screen there are 3 buttons: make estimate appointment, make appointment for vehicle repair and repair tracking. It is possible to choose only one or multiple of these 3 options to be displayed. For example the portal could be advertised to certain customers as only a vehicle repair tracker. When activating the portal it should also be specified which modules are required to be enabled.