Customer Portal
Everything a customer does in the portal, from sign-in to rating a visit. — 8 articles
How do I sign in to the customer portal?
Enter your email on the portal login page and we'll email you a 6-digit code. Type it in to sign in — no password needed. Access is by invitation from your service agency.
I'm served by more than one agency — how do I switch between them?
If more than one agency serves you, you pick which portal to open right after signing in. To switch later, use the agency name at the top of the sidebar (web) or the switcher on the Home/Account screen (app).
How do I raise a service request in the portal?
Go to Raise a request, optionally pick the affected equipment, choose the issue type, describe the problem (at least 10 characters), and submit. You'll get a request number and can track it on your Service Requests page.
How do I track my service requests?
Open Service requests in the portal. Each request shows a plain-language status and, once assigned, the engineer's name. Open any request to see its full details.
Will I get updates on my request?
Track your request's status any time on your Service requests page in the portal. If you use the BO360 Portal Android app and allow notifications, you'll also get push alerts when an engineer is assigned, is on the way, and when the visit is completed. There are no email status updates.
How do I see and pay my invoices in the portal?
Open Billing → Invoices to see your invoices, what's outstanding, and download PDFs. Online payment isn't available in the portal yet — pay your agency by your usual method and they'll record it.
How do I check my equipment, warranty, and AMC contracts?
Open My assets to see your installed equipment, warranty, and service history. Open Billing → AMC contracts (website) to see your maintenance contracts. AMC renewals are handled by your agency.
How do I rate a completed visit?
Open the completed service request and use the rating card (website) or the Rate this visit button (app). Pick 1–5 stars, optionally add tags and a comment, and submit.