The Mendato Customer Portal gives your customers a central platform to manage requests, invoices, and services. It enables structured interaction between service provider and customer.
The Customer Portal is available from the Pro plan. Customers can register as soon as they have received an invitation by email.
Requirements
Two requirements must be met before the Customer Portal can be used:
Add rooms to the object — Under Master Data > Customers > Objects > Rooms, enter every room of the object. This allows more precise assignment when tickets are created.
Provide access for the customer — The customer needs a contact person with a registered email address. You can send an invitation for free registration directly from the portal.
Customer Portal Features
The Customer Portal offers various views and features, which may vary depending on the plan you have.
Ticket System — Customers can create tickets directly in the portal, for example for repairs or cleaning requests. Tickets can be categorised, assigned to a room, and the status is visible at any time.
Operation Overview — View scheduled operations and services already delivered. Rescheduling and coordination can happen directly via the portal.
Invoices & Documents — Overview of open and paid invoices. Invoices can be downloaded as PDF.
Benefits for Customers & Service Providers
Direct, structured communication
Less administrative effort for follow-up questions
A clear overview of invoices & service requests
Transparency for both sides
Tips: Make Active Use of the Customer Portal
Invite customers deliberately — Send invitations to existing or potential customers and highlight how the portal reduces their workload.
Increase visibility — Mention the Customer Portal on your website, in quotes, and during sales conversations.
Respond quickly — Reply to new requests in the portal promptly. Speed in providing quotes is often a decisive factor in winning contracts.
Use referrals — Satisfied customers can invite new business partners to the portal.