The Customers' world
The Planon configuration of the customers' world must reflect all interactions with your customers.
On the front-office side, you can configure a Self-Service portal and workspace for your customer.
On the back-office side, customer 'onboarding' data must be configured. This includes:
• Financial onboarding: data on the financial relationship between service provider and customer, such as Contracts, Service agreements and Terms.
• Technical onboarding: data on the physical subjects of the contracts, the so-called service components, such as the customers' Properties (Service locations), Spaces, Assets.
The customers can enjoy the following benefits from this setup:
• Transparency in performance (metrics)
• Creation and follow-up of service requests
• Option to submit a one-off request for quotation
• Invoice overview per order
• Access to agreements