Company Summary

The Company Summary page gives you a high-level overview of your organisation and recent activity in the Customer Portal.

Before you start

• You must be logged into the Customer Portal

Steps

1. Go to Company → Summary

On this page you will see: - Your organisation information and logo - Account number and number of sites - A map showing all linked sites - Scheduled jobs (future work) - Recent sales documents (quotes or agreements) - Recent invoices - Invoice totals compared to previous periods

You can navigate to other pages using: - The left-hand navigation - The top navigation bar

What happens next

The Summary page is designed as a starting point.
From here, you can drill into: - Organisation details - Site information - Jobs - Sales documents - Invoices