TBN Customer Portal Customer Video

TBN Customer Portal Customer Video


Customer-facing video for the customer portal


Overview

Customer Portal Training Video Outline

1. What Is the Customer Portal?

The Customer Portal is a secure online dashboard where your customers can manage their transportation activity in one place.

Through the portal, customers can:
• Review and respond to quotes
• View confirmed bookings and trip details
• Digitally sign trip contracts
• Access and pay invoices
• Print or download documents for their records

The portal gives customers complete visibility into their relationship with your company while reducing administrative work for your staff.

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2. Customer Login Experience

When customers log into the portal, they will see three primary tabs across the top of the screen.

Tabs Available
• Quotes
• Bookings
• Invoices

Each tab organizes a different stage of the booking process and allows customers to take action directly from the portal.

3. Quotes Tab

The Quotes tab displays all quotes the customer has received.

Customers Can:
• View both current and historical quotes
• Click into any quote to see full trip details
• Review trip information including:
• Pickup and stop locations
• Requested vehicles
• Passenger counts
• Vehicle capacity

Actions Available

Customers can:
• Accept a quote
• Reject a quote
• Review quotes that have not yet been accepted

Once a quote is accepted, the system converts it into a confirmed booking.

4. Bookings Tab

Once a quote has been accepted, the trip moves to the Bookings tab.

This section allows customers to review all confirmed transportation bookings.

Customers Can:
• View upcoming and past trips
• Click into a booking to see detailed information
• Review assigned vehicles and routes
• See the final invoice for the trip

Digital Contract Signing

For trips requiring a contract:
• Customers can digitally sign the agreement directly in the portal.
• After signing, the signature button changes to Download, allowing them to save a copy of the signed contract.

Payment Access

If a booking has an outstanding balance:
• Customers will see a Payment button
• Clicking it will take them directly to the payment page for that booking.

5. Invoices Tab

The Invoices tab provides a complete list of the customer’s invoices.

Customers Can:
• View open or paid invoices
• Click into an invoice for full details
• See which booking the invoice relates to

This connection helps customers clearly understand:
• What the invoice is for
• Which trip generated the charge
• The associated booking information

Additional Actions

Customers can:
• Pay the invoice directly online
• Print the invoice for their internal records

6. Booking Detail Transparency

One key benefit of the portal is that invoices link directly back to their bookings.

Customers can:
• Click from an invoice directly to the associated booking
• Review full trip details including:
• Organizer
• Trip purpose
• Routes
• Departure and return locations
• Passenger group information

This eliminates confusion about billing and improves transparency.

7. Benefits for Customers and Staff

Convenient

Customers can manage quotes, bookings, and invoices without calling or emailing.

Transparent

All trip information, contracts, and billing details are available in one place.

Efficient

Customers can:
• Accept quotes faster
• Sign contracts digitally
• Pay invoices immediately

This speeds up the booking process and reduces administrative workload for staff.


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