Customers
Customer Management
Hubsoft’s Customers module brings all subscriber data together on one integrated screen: plans, financial details, services, work orders, and equipment linked to the account. The customer dashboard summarizes open and paid charges, pending work orders, support interactions, and the subscribed plan.
Highlights
- Integrated customer screen with separate menus
- Charges, invoices, renegotiations, and receipts for each customer
- Contracts, add-on packages, telephony, and connection statements
- Dashboard with a summary of financial details, work orders, and support interactions
Customers capabilities
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Customer financial information
View charges, invoices, renegotiations, billing events, card processing, and receipts for each customer of your internet service provider (ISP).
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Customer services
Access all information about the customer’s services, including contracts, add-on packages, telephony details, and connection statements.
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Customer dashboard
The customer dashboard summarizes open and paid charges, pending or awaiting work orders, support interactions, the service or plan, and much more.
The customer screen is fully integrated: from a single account, you can view all customer data in separate menus, including plans, financial details, work orders, and linked equipment.
Customer financial information
View charges, invoices, renegotiations, billing events, card processing, and receipts for each customer of your internet service provider (ISP).
Customer services
Access all information about the customer’s services, including contracts, add-on packages, telephony details, and connection statements.
Customer dashboard
The customer dashboard summarizes open and paid charges, pending or awaiting work orders, support interactions, the service or plan, and much more.
Learn more
We prepared a video that provides more details about this feature in the system. And remember: at Hub Academia, you’ll find complete training that teaches you Hubsoft’s features in depth.
Frequently asked questions
What information appears on the customer screen in Hubsoft?
The screen brings together plans, financial details, work orders, equipment linked to the account, and customer services such as contracts, add-on packages, telephony, and connection statements.
Can I view each subscriber’s financial history?
Yes. The customer’s financial area includes charges, invoices, renegotiations, billing events, card processing, and receipts.
What does the customer dashboard show?
The dashboard summarizes open and paid charges, pending or awaiting work orders, support interactions, and the subscribed service or plan.
Other Hubsoft modules
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Support and Work Orders
Manage support requests and work orders with complete control, protocol generation, technician scheduling, and work order execution through the app.
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Finance
Manage accounts payable, financial transactions, and automated monthly billing, with a detailed view of remittances, returns, and payments received.
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Mapping
Map your network with real-time geolocation, FTTH documentation, technician tracking, and advanced customization of map elements.
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CRM
Manage relationships with potential customers in a customizable CRM, with labels, cards, permissions and conversion of prospects into customers.
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Electronic Invoices
Issue telecom invoices, NFCom, product NF-e and service NFS-e automatically, integrated with Sefaz and city tax systems.
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Networks
Document and manage your network with IP control, integration with concentrators and OLTs, a data usage dashboard, and Point of Presence registration.
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Inventory
Manage your inventory with precision: inventory locations, movements, receipt via supplier NF-e XML, physical counts, and purchase requests.
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Dashboards & Analytics
Monitor your provider with clear dashboards, support charts and custom reports and dashboards powered by the built-in Metabase.
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Tasks
Manage, categorize and automate tasks to streamline workflows and keep track of your team’s activities.
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Reports
Create custom reports for management.
