ERGOS offers a state of the art 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 will provide login information and a Quick Reference Card that outlines simple “How To” information.
For PC or other network issues you can create a new service request. If your issue is urgent, always call the LIVE Desk at 713.621.9220 Option 2.
You create IT services 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. 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.
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 IT service requests.
The ‘Service Request Trends’ report shows how many service requests were created by month.
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, etc. Knowledge is power!
Clients can change their password, change/add email addresses 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.
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