Help / Clients, sites and supplies

What is the service desk?

Every job you do for a client, such as a billing query, a change of tenancy or a meter exchange, is a case with an owner, a priority and a due date. Clients can follow the cases you choose to share, and reply in the portal.

Start a case from a template so the title, steps and due date are filled in. Your own templates are under Admin, Templates.

More on clients, sites and supplies

• How are clients, sites and supplies organised?
• How do clients sign a letter of authority?
• How do groups of companies work?
• Where do tasks come from?
• Where are documents kept?

Not answered here? Contact us.