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

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 👇
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 InformationPatch 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.
Last updated
Was this helpful?