Customer communication
Configure automatic emails to your customers
Customise the eight customer-facing automatic emails Reonic sends across the project lifecycle: new lead, info request, new and edited proposals, file request, signature completed, customer portal link, and the can't-fulfil rejection.
Configure what your customers see in the customer portal
Decide what each customer can see and do in the portal: turn it on per project, send the link, brand it with your logo and colours, and control which sections appear.
FAQ
Publish answers to common homeowner questions so they appear automatically beside the relevant step in the customer portal.
Progress tracking
Show your customer where their installation stands, like package tracking.
Templates for file requests
Configure reusable file requests: recurring document asks (meter photo, heating-system label, ID copy, proof of ownership) that customers upload directly into their project through the customer portal or the Energy House lead funnel.