What is Client Login in BytePhase?

By Published On: July 27th, 2023Categories: Boost your business, Features, Tips & Tricks1.6 min read
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  • Client Login Feature: With our BytePhase repair shop management software, your customers gain the convenience of having their own accounts. By logging in, they can easily track all their jobs, make pickup requests, and access various other features to enhance their experience.

Client Login

Step-by-Step Process

  • A customer can be created by your employee or admin by clicking on the customer tab on the sidebar.
    • Customers->Click on Plus [ + ]  button
Client Login
  • The form below will appear when you click on the Plus button
  • Fill in the customer’s information and choose a notification channel to send an activation link to create his account
Client Login
  • When you click the create button, your customer is created, and you will receive an activation link through email as shown in the image above 
  • You will then be redirected to this profile
  • Here, you can manage everything related to customers, including jobs, sales, payments, pick-ups, etc.
Client Login
  • And your customer and receive activation like below
Client Login
  • Customers can open their own accounts through this link 
  • This is what the customer sees when he opens his account in CRM
Client Login
  • There will be a list of all his jobs, quotations, sales, job-sheets, invoices, and pickups
  • A customer can add a comment to a job
Client Login
  • He can also track all job progress 
  • On that overview page, he can track all progress just by opening Job as shown below
Client Login

Great job! 💳💼🎉 

You’ve successfully learned How Client Login Works in the Bytephase CRM.

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Vishwajit Sayambar

Full Stack Developer at BytePhase

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