🏡Your Home Page

Welcome to your Home Page!

Welcome! 👋

When you log into your Account Management Portal, you will be automatically taken to your Home page. 🧐

Navigate Your Account 🧭

Our Account Management Portal makes quotes, company changes, and invoices easy to manage in one place!

Use the tabs below to explore 👇

• Editing Company Details and Viewing Documents

• Managing Contacts

• New Customer Quotes

• New Customer Trial Requests

• View All Quotes

• View and Pay Invoices

🏢 Edit Company Details & View Documents

Edit Company Details & View Documents

You can edit your billing address, NET terms, and view documents associated with your account by selecting "Edit Company Details & View Documents".

🏢Edit Company Details & View Documents

📂 Manage Contacts

➕ New Customer Quotes

📆 Request Renewals

📚 View Quotes

💳 View and Pay Invoices

View Customer Information 📋

From your home page you can view all of your customers who have purchased or are in trial as well as some helpful details at a glance.

Use the views to navigate to more detail information for each of your customers!

Explore the filters using the tabs below 👇

All Customers (Default Setting)

Shows all companies who are assigned as your customers

To view more information and edit contacts for a customer, select "More Details".

For more information on the "More Details" screen, navigate to this page 👇

🔑View and Edit Customer Contact Information

Active Licensed Customers

Customers in Trial

Expired Customers

Patch My PC Contact and Banking Information 📫

In this section at the bottom of your Home Page, we have included our contact and banking information for easy reference.

✉ Contact Us

Contact Us

We have also included our contact email address and mailing address as indicated below. We are always happy to answer any questions you have!

Our link for opening a support case with our engineers for technical issues is also available in this section.

💸 Bank Transfer Information