What's included
- No separate password to manage — sign-in is the client's own Microsoft account.
- Clients see only their own computers, tickets and assets, nothing from your other clients.
- Approvals (like a quote or a change request) get a real signature flow, not an email reply.
- Self-service knowledge base articles live right there too.
- A Contacts view lets the primary contact see the company's people and, for each one, the assets and tickets that belong to them.
- Assets carry a purchase price, supplier and full event history — breakdowns, repairs with their cost, maintenance — and every list has search, filters and column sorting.
Client portal
Clients open tickets, track their assets and sign approvals themselves, signed in with their Microsoft account.