Customer Portal Features

The following features collectively empower customers and partners with transparency, autonomy, and efficiency in managing and maintaining their connected assets — through an intuitive portal experience enhanced by live data, history, and self-service tools.

Feature 1: Asset Overview for Customers

Objective:

Provide customers with a clear, searchable, and interactive asset navigation interface to view current status, filter assets, and inspect details.

Key Capabilities & Benefits:

• Tree-Based Navigation Widget

  • Hierarchical asset view with configurable depth

  • Customizable columns and fields

  • Interactive: hover info & clickable nodes

• Search & Filter Functions

  • Search by serial number, location, product type, open cases

  • Realtime filtering with intuitive UX

• Integrated Detail Panel

  • Clicking an asset opens live data and detail view

  • Fields shown on hover are customizable

Feature 2: Notifications & Subscription Management

Objective:

Enable customers to subscribe to important notifications such as maintenance schedules and alarms — with personalized delivery.

Key Capabilities & Benefits:

• Rule-Based Notification Subscriptions

  • Define filters for which assets, events, and channels (Email, SMS)

  • Subscribe to maintenance, alarms, or changes

  • Overview of subscriptions in personal dashboard

• Central Alerts & Maintenance Log

  • Configurable view of alarms and upcoming maintenance

  • Filter by asset, type, time range, location

  • Adjustable visible columns and time frames (e.g., last 7 days)

Feature 3: Digital Lifecycle File for Customers

Objective:

Give customers full transparency over the asset’s lifecycle — including service history, warranties, documents, and change tracking.

Key Capabilities & Benefits:

• Case, Task & Order Tracking

  • View/edit service cases & tasks of an asset or sub-assets

  • Sortable and filterable views

  • View past orders for the asset

• Document & Contract Management

  • See, upload, and link documents (manuals, logs, certificates)

  • View warranties and service contracts

• Asset-Level Editing & History

  • Change asset fields (name, location, status)

  • Track history of field changes

  • Add/edit maintenance schedules and forms for logs

Feature 4: QR Code Access & AI Assistant

Objective:

Make asset information accessible directly from the physical machine, with or without login — and offer interactive help.

Key Capabilities & Benefits:

• QR Code Functionality

  • Scan opens portal link to the exact asset

  • Logged-in users see full details, rights respected

  • Anonymous users see limited info + login link

• AI Chat Assistant (Planned)

  • QR scan opens a chat with AI for troubleshooting

  • Provides suggestions, links, and asset-specific help

Feature 5: Maintenance Requests & Case Management

Objective:

Allow customers to create and track service cases directly via portal with rich information and guidance.

Key Capabilities & Benefits:

• Case Creation Flow

  • Submit maintenance request with priority, attachments, and notes

  • See related open cases on asset, location, or account level

  • Avoid duplicate cases via suggestions

• Case Tracking

  • View case status across asset/account hierarchies

  • Configurable case list and filtering

Feature 6: Predictive Maintenance & Self-Service Tools (Planned)

Objective:

Provide customers with proactive and automated maintenance recommendations to minimize downtime and resolve issues early.

Key Capabilities & Benefits:

• Forecasting Maintenance Events

  • Predictions based on sensor or operational data

• Preventive Maintenance Suggestions

  • System-generated alerts for action before failure

• Interactive Troubleshooting

  • Step-by-step guide to resolve issues independently

  • Uses decision trees and condition logic

🔗 Cross-Feature Integration