WEBSITE UPGRADE FAQS
What has changed with the upgrade? What will be different?
Upgrades on the new site and Customer Portal include:
- Multiple payment types
- Improved shopping experience
- Spreadsheet views
- Customized views
- New notifications
- Quote management
The website address along with your username and password will all stay the same.
What will I have to do to keep using the Customer Portal?
Aside from resetting your payment information, all logins and account history will be transferred to the new Customer Portal including:
- Pricing
- Product Lists
- Jobs
- Quotes
- Order History
- Quotes
- Employee permissions / roles
Note – For security reasons, no banking information has been transferred. These will have to be re-entered.
How do I reset my payment information?
Now, with the ability to save multiple bank accounts, paying online is even easier and more flexible. Navigate to the Payment Methods tab in the Customer Portal and click “Add Payment Method” on the page.
Is all my old information going to be on the new site?
Yes! Your logins and account history have been transferred to the new Customer Portal. This includes pricing, jobs, quotes, order history, product lists, employee permissions, and notifications.
How do I sign up for an online account, so I can use the Customer Portal?
Register for an account here.
How do I sign up for online payments?
Contact your local Sales Representative.
Is there a mobile app? Did the mobile app get updated, too? Do I have to download a new mobile app?
Yes! A new mobile optimized app will be available in both the Apple and Android app stores. Current app users will be prompted to update in the app when the upgrade launches.