The customer portal is unique and customized to each customers needs. Below you will learn about the basics of the portal and the most common modules that are enabled for you.
We all forget our passwords when we hvae so many. You can recover your password from the login screen by clicking the button that says Recover your password.
Within a few minutes you will receive an email with your password information to log into the system.
Logging out of the system is an important part to protect your information. This clears out the cookie on your computer so people can't access your private portal.
In the top right corner of the screen you will see your name. Click on your name and choose the last option Logout. You will be redirected to the Business Yeti homepage and it is now safe to leave the site.
This will list your complete customer account details. One, or more, accounts will be listed here based on how many accounts you have with us.
You will find files that are associated with your account. These can be signed contracts, quotes, invoices, analytical reports, and other reports that benefit you and your account.
Each person within your company can have an account on the system. We encourage this rather than a single account as this way each person can receive customized alerts from the system based on their unique needs.
This is the heart of all work that we have done or will do for you. Tasks are our way of making certain items are assigned to the right team member and gives you a 24x7 view of the work we are doing. Any task in the system ever created for your account is shown here.
By default, you will see only active tasks which are tasks the team has in their queue or working on. Completed tasks can be seen by going to the Filter menu option and chosen Show Completed Tasks. Often it is beneficial to see all tasks. This can be selected by using the Filter menu option and choosing Show All Tasks. The active filter will have a checkmark to the left of the filtered item.
When you view a task many items are disabled or greyed out. These items are already assigned to a team member. The key items that will be immediately beneficial to you are:
Choose from the Knowledge Base category to view the available articles.
Our philosophy has always been honesty (this is our rule #1) and transparency in our services. There's no reason to hide costs unless you have something to hide. We've found that those who hide fees charge more successful businesses more money because they can. We do not feel this is the way America was meant to be. We believe in offering a fair price to everyone for the work that is done.
We also believe that once you sign on with us, you trust us, and as our thank you to you, we "price lock" our services for the plan(s) you signed up for at that time. This means while you are on those services, the price will always be the same. As business owners, we appreciate this as it allows us to budget our business expenses better.