Customer portal and documents
Give customers a clear view of what has happened, what is needed from them, and which approved documents belong to their project.
Customer and service
Solar customer portal, communication, and service
Extend the project record into clear customer communication and accountable service without exposing internal operational or financial detail.
Record
01Customer-safe milestone
02Document request
03Notification delivery
04Service case
Current reviewTranslate verified internal events
Configured during assessment- 01Translate verified internal eventsCurrent decision
- 02Request or publish approved documentsNext controlled handoff
- 03Record communication deliveryNext controlled handoff
- 04Triage customer needsNext controlled handoff
Three workflows to examine
Define the decisions before you configure the screen.
Explore customer portal and documents
Customer notifications
Treat communication as a governed workflow with delivery evidence rather than assuming that a sent message reached the customer.
Warranty and service
Carry approved installation and equipment context into service so each case has the right entitlement, owner, field evidence, and commercial path.
Operating context
The people and records that make this workflow real.
Roles
- Customer success representative
- Service coordinator
- Warranty administrator
Records
- Customer-safe milestone
- Document request
- Notification delivery
- Service case
- Installed system
Review sequence
- 01Translate verified internal events
- 02Request or publish approved documents
- 03Record communication delivery
- 04Triage customer needs
- 05Resolve service with equipment history
Questions to settle
Questions teams ask about customer and service.
Will customers see internal project stages?+
No. Internal events should be translated into approved customer-safe milestones with separate detail and permissions.
How are undelivered messages handled?+
A delivery record can retain channel status, failure context, retry or escalation decision, and final recipient evidence.
Can service work reference the original installation?+
The service model can link installed equipment, approved design context, warranty, earlier visits, and project cost attribution.
Next step