Advice for members relating to clients’ service management portals

Technical Guidance Document #023

A number of members have expressed concern at the growing use of computerised service management portals by customers and the fact that they can cause problems for service companies in getting paid if they are not used in exactly the correct manner.  Indeed, some even penalise you with fines if you do not use them correctly.

There are many different portals systems now in operation (one member has to work with 16 different ones) and all of them are different in some way or other.

Published April 2019 / Re-branded June 2020

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Guidance Document No 23 - Advice for Members Relating to Clients’ Service Management Portals

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