Before you start
- The customer can access the portal.
What you'll do
The customer will submit a service request with enough detail for the office to follow up quickly.
Do this
- 1
Open Request Service
Sign in to the portal and open the request service area.
- 2
Choose the service type
Pick the type of work being requested if that option is shown.
- 3
Add notes
Describe what the customer needs in plain language.
- 4
Submit the request
Send the request and wait for confirmation.
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Include your business name, account email, what you were trying to do, what happened instead, and a screenshot if possible. For billing, sync, or login issues, include the exact error message if shown.
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