Customer Portal
Empower Customers with a Secure, 24/7 Self-Service My Account Portal
Boost credibility and capture more leads with a modern, mobile-friendly site designed to showcase your rentals 24/7.
A Powerful, Comprehensive Self-Service Utility
The My Account Portal is a robust, self-help tool designed for equipment rental software users to provide their customers with autonomy and convenience. It comes standard on every eRental and eCommerce site, offering a centralized hub for managing business relationships without requiring manual intervention from your staff.
Real-Time Financial Visibility
Balance and Billing Info
Instant Invoice Access
Users can view all generated invoices and even email multiple invoices combined into a single, convenient PDF.
Get Paid Faster
By connecting to CenPOS or Fortis, you can empower customers to pay invoices online via credit card at their own convenience.
Complete Rental and Order Management
- Currently on Rent - This interactive report allows customers to see exactly what equipment they have in the field, including quantities, start dates, and job site locations.
- Rental & Order History - Detailed histories of all point-of-sale transactions, rental agreements, and PO numbers are available for download as PDFs.
- 24/7 Call Off Flexibility - Customers can submit "Call Off" requests for equipment they are finished with, reducing the need for phone calls to your counter.
Tailored Control and Security
User Access Restrictions
Maintain security by setting specific restrictions that prevent certain contacts from editing billing/shipping info or accessing private product lists.
Credit Card Management
Customers can securely add new credit cards or manage existing tokenized cards by updating expiration dates or deleting old profiles.
Shipping Locations
All “Ship To” locations from integraERP records are synced, allowing users to select the correct destination for every order.
Frequently Asked Questions
How does the My Account Portal help me get paid faster?
Can my customers see what equipment they currently have on-site?
Is a full eCommerce storefront required to use the My Account Portal?
While it comes standard with our eCommerce and eRental sites, the My Account Portal is also available as a standalone utility for software users who want to offer self-service tools without a full digital storefront.
Can I restrict what my customers' employees see in the portal?
Absolutely. You can set specific user access restrictions to prevent certain contacts from viewing private stock, editing billing information, or managing shipping locations.
Ready to Modernize Your Customer Experience?
Streamline your operations and improve customer satisfaction today. Our team is ready to help you implement the My Account Portal to reduce your counter workload and provide the 24/7 service your customers expect.