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Ontouch

A better portal experience for your clients.

Ontouch clients use the Ontouch website to manage their operations, teams, sites, tasks, reports, permissions and client portal settings. Their clients use the Client Portal as a simple, secure place to stay informed, give feedback and interact with selected service tools.

The portal helps create a more professional client experience by bringing service activity, communication, feedback, surveys, question sets and selected operational records into one easy-to-use space.

Ontouch client portal dashboard

Benefits for clients

Reduce admin, improve communication and give your clients a professional portal experience without making your team manually send every update.

  • Reduce admin by giving clients a direct portal experience.
  • Improve communication between your business and your clients.
  • Share service activity, completed work and supporting information in one place.
  • Collect feedback and survey responses in a structured way.
  • Control which reports, modules and portal features each client can access.

Benefits for their clients

Clients using the Client Portal can access a simple online space instead of relying only on emails, phone calls or manually prepared updates.

  • Use a simple portal instead of relying only on emails, calls or manual updates.
  • View selected service activity, completed tasks and supporting information.
  • Give feedback directly through the Client Portal.
  • Complete surveys created by the Ontouch client.
  • Create question sets where enabled, for on-site teams to complete.

Client Portal functions

The Client Portal brings together useful service tools in a clean, easy-to-use web experience. Ontouch clients manage the portal from the Ontouch website and decide which features are available to each client.

Dashboard

Portal dashboard

Give portal users a simple landing page with quick access to the areas made available to them.

Reports

Reports and records

Give clients access to selected reports and service records when these have been made available to them.

Site visits

Site visits

Share selected site visit activity, visit details and supporting service information.

Incidents

Incidents

Keep incident information, supporting photos and status updates organised in one place.

Question sets

Question sets

Share completed checklists, audits, inspections and custom question set results.

Routes

Routes

Share selected route activity and patrol-style service records where enabled.

Photos

Photos

Keep visual proof organised and linked to the correct site, activity or service record.

Surveys

Surveys

Ontouch clients can create surveys for their clients to complete directly through the Client Portal.

Portal question sets

Portal question sets

Where enabled, portal users can create question sets for the Ontouch client's team to answer when on site.

Feedback

Feedback

Portal users can give feedback directly through the Client Portal, helping improve service communication.

Secure access

Secure access

Give approved portal users access to the areas and tools that are relevant to them.

Portal control

Portal control

Ontouch clients control which portal features, records and tools are available to each client.

Designed to make the client experience easier

Portal dashboard overview

Client portal dashboard

Service activity and records

Client portal service activity

Feedback, surveys and question sets

Client portal feedback surveys and question sets

How the Client Portal fits into

Ontouch clients manage the work through the Ontouch website. Their clients use the Client Portal to stay connected, interact with selected tools and access the service information made available to them.

1

Ontouch clients manage operations

Site visits, incidents, question sets, tasks, photos, routes, surveys and records are managed through the Ontouch website.

2

The portal is configured

Ontouch clients decide which portal tools, sites, records and service areas are available to each client.

3

Their clients connect online

Portal users can log in, stay informed, give feedback, complete surveys and use enabled portal tools.

More than records — the portal also supports interaction

The Client Portal can help Ontouch clients collect structured input from their own clients through question sets, feedback and surveys.

1

Portal users create question sets

Where enabled, portal users can create question sets that the Ontouch client's team can answer when on site.

2

Portal users give feedback

Portal users can give feedback directly to the Ontouch client, helping improve service communication.

3

Surveys are completed online

Ontouch clients can create surveys that their clients complete directly through the Client Portal.

Give your clients a better way to connect

The Ontouch Client Portal helps Ontouch clients deliver a more professional and connected service experience. It reduces admin, improves communication and gives clients a secure place to interact through feedback, surveys, question sets and selected service information.