Ease customer worries with a more transparent workflow. Customer portals eliminate a lot of back and forth by providing your customers with their own Vector dashboard, where they can easily access & view their document uploads.
Set Up & Workflow
Contact email@example.com to express your interest in setting up Customer Portals.
We'll set up a time to discuss your specific needs and gather specific details, including which customers you'd like us to create portals for and which documents you'd like sent to those portals.
Vector will create your portals and complete configurations.
Drivers will now see a customer dropdown when submitting documents in the mobile app. Be sure to notify drivers of this new step in the workflow.
When a driver selects the customer and submits their document, the document scan will appear in your portal and another copy will automatically be shared into to the selected customer's portal.