🏡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. 🧐

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".

🏢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.

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 Information

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

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

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