Overview
Renterra's Customer Portal is designed to provide a seamless and convenient way for your customers to manage their accounts, view orders, and make payments. This portal enables your customers to:
Conveniently Access their Account – No need to remember passwords; login links provide hassle-free access.
Track Orders – Customers can track their orders, invoices, and upcoming services all in one place.
Submit Payment on Outstanding Balances – Securely pay outstanding invoices in just a few clicks.
Maintain their Contact Details – Update contact details and payment methods without needing to contact support.
Accessing the Customer Portal
If your customer has an email address on file with your company, they can visit the Customer Portal login page.
They will enter their email address.
A secure login link will be sent to their email.
They will check the email and by clicking the link, they will be granted access to their account—no password required!
Customer Portal Features
Once logged in, customers have access to four main sections:
1. Dashboard
The Dashboard provides an overview of key account details, including:
A summary of their orders (past, present, and upcoming).
Invoices, showing amounts due and paid.
Upcoming deliveries and pickups, keeping them informed about scheduled services.
2. Orders
In the Orders section, customers can:
Sign the rental contract.
View all their past, current, and upcoming orders.
Track order status and details.
Access order history for reference and reordering.
Request changes to the order including extensions or call-offs and request changes to the order.
3. Invoices
The Invoices page allows customers to:
View all invoices, both paid and unpaid.
Make secure payments directly within the portal.
Download invoice copies for their records.
4. Settings
The Settings page gives customers control over their account details. They can:
Update contact information such as phone number and email.
Modify their payment method on file for seamless transactions.
Reviewing Requests
Customers may submit requests through the portal that need to be reviewed by your team. To review these requests:
Log into Renterra.
Select your account in the top right-hand corner of the screen.
Click on “My Requests.”
This will provide a direct link to the order associated with the request. Only click the checkmark when the request is completed.
Communicate with the customer via phone or email to inform them of the outcome.
Make any necessary updates to the order in Renterra.
Once resolved, either delete or complete the request as appropriate using the checkmark or x provided.
Troubleshooting Customer Portal Access
If a customer is having trouble accessing the Customer Portal, here are common reasons and solutions:
Missing Email on File – The customer may not have an email address associated with their profile in the system. Ensure an email address is added to their customer profile.
Expired Login Link – If the customer is using an expired login link, they must return to the portal, enter their email address, and use the most recent link sent to their inbox. Old links will not grant access.
Valid Link, Still No Access – If the customer has an email on file and is using a valid link that has not expired, please contact [email protected] or reach out via the in-app chat for further assistance.
Looking for additional help? Get support from the Renterra team!
Chat with us directly or email us at [email protected].