Customer Portal

ERGOS is pleased to announce our new Customer Portal, where you can:

• Create/view Service Tickets
• Setup Notifications on Service Ticket Entries
• Access the Knowledge Base
• Update Contact Information
• View and Print Invoices
• View Reports

To get your login, email the LIVE Desk. The LIVE Desk provides login information and a Quick Reference Card that outlines simple “how to” information.

Service Tickets

For pc or other network issues you are having, that aren’t urgent, you can create a new service request. If it’s urgent, always call the LIVE Desk at 713.621.9220 Option 2.

You create service tickets under Service Entry or edit existing requests under Company’s Entries.

You can add additional comments, attach a document, and print a signoff form. The signoff form shows all of the time entry by the ERGOS consultant including start time and end time. The signoff report is great for companies to use to reconcile against invoices for service.

You can also setup to receive an email alert when the Service Ticket is updated.

The service request form asks for contact information and a description of the issue. When viewing the Service Request you can see the resolution notes already entered by your ERGOS consultant or yourself regarding the issue.

Viewing/Printing Service Invoices

You can access invoices for services in the ERGOS system from October 15, 2006 to present time. You can search by invoice number, type, date, amount or status. You can either view the invoice and/or print it. It’s always accessible. For requests for invoices for hardware and software, please email accounting@ergos.com.

Available Reports

There are three reports available, Executive Management, Last Year Service Request Trends, and This Year Service Request Trends.

The Executive Management report provides general information about your systems and service requests.

The Service Request Trends reports show how many service requests were created by month.

Knowledge Base

The Knowledge Base is a database of all Service Tickets and Resolutions. Information is available in the Knowledge Base to aid in resolving future issues of the same problem, to see if an issue has occurred before, how many times or any other use imaginable. Knowledge is power!

Contact Information

Clients can change their password, change/add email adresses and phone numbers. To add or delete members of your organization, email the LIVE Desk.

The contact information is used by ERGOS for all communication and updates our database!

If you are an existing client and have any questions about the Customer Portal, please email our LIVE Desk or call 713.621.9220 Option 2.

If you would like to know more about our services, please call 713.621.9220 and ask to speak to a Sales Consultant.