Which Customer Portal is right for you?

Actualizado en 09 Sep 2024
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Aspire's Customer Portal 2.0 represents a significant upgrade, offering modern UI/UX, mobile responsiveness, and streamlined access to proposal and invoice data. Transitioning to this version is a strategic decision to enhance efficiency and user experience. Listed below are the differences between what's currently available in Customer Portal 2.0 and Customer Portal 1.0.

Important:

While you can revert to the 1.0 portal, it's not recommended due to potential issues with backward account migration and password changes. Additionally, enabling or disabling the 2.0 portal may take up to an hour for system-wide changes to propagate. During this time, portal visitors may experience a delay in seeing the new UI, but the portal will remain accessible, allowing visitors to continue using the 1.0 portal.

Feature comparison between Customer Portal 1.0 and 2.0

Below is a chart for a quick comparison between the beta and GA versions of Customer Portal 2.0 and Customer Portal 1.0:

Current feature availability	Customer Portal 1.0	Customer Portal 2.0 (GA)
Updated design	❌	✅
Mobile responsive	❌	✅
Invoices list and PDF view	✅	✅
CVV view	❌	✅
Add and update payment methods	✅	✅
Proposals list and PDF view	✅	✅
Proposals details view	❌	✅
Select optional services for proposals	✅ (Work orders only)	✅ (All opportunities)
Accept and sign proposals	✅	✅
Requests¹ list and details view	✅	✅
Create new requests	✅	✅
Add comments to requests	✅	✅
Invoices list and PDF view	✅	✅
Invoices details view	❌	✅
Modernized dashboard page	❌	✅
Customizable marketing carousel	❌	✅

¹Formerly known as Issues.

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