Support Requests

Your Built-in Customer Support Desk

A complete ticketing system inside your customer portal. Customers submit requests, you respond with rich text replies, track activity in real-time, and resolve issues faster — no external tools needed.

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Support Request #1042
Re: Invoice INV-2024-0089
In ReviewMedium
TypeBilling Question
JD
John Doe2 hours ago

Hi, I noticed the invoice shows 10 hours but we agreed on 8 hours for the project. Could you please check this?

contract.pdf

Type your reply...

1,247 resolved this month
Avg. 4h resolution

10 Built-in Request Types

Pre-defined categories help you triage, filter, and respond faster. Customers select a type when submitting their request.

General Support
General questions and help requests
Billing Question
Questions about charges or payments
Technical Issue
Portal access or functionality problems
Refund Request
Customer requesting a refund
Complaint
Formal complaints requiring attention
Pause Subscription
Request to pause active subscription
Invoice Correction
Corrections needed on invoices
Feature Request
Suggestions for improvements
Quote Request
Custom quote inquiries
Provider Request
Service provider related requests

A Complete Support System Built Into Your Portal

Everything you need to manage customer communication professionally — from rich text replies to real-time activity tracking.

Rich Text Replies

Respond with formatted text — bold, italic, lists, links, and blockquotes. Professional replies that customers can actually read.

Variable Insertion

Insert customer name, email, invoice numbers, or subscription details with one click. Personalized replies in seconds.

Internal Notes

Add admin-only notes that customers never see. Collaborate with your team on complex issues without exposing internal discussion.

Email Notifications

Optionally email customers when you reply. Branded emails with your logo, a message preview, and a 'View Full Reply' button.

Activity Tracking

See exactly when customers view their tickets. Track every action — replies, status changes, email sends — in a chronological timeline.

Status & Priority

Open, In Review, Resolved, Rejected, or Closed. Set priority from Low to Urgent. Tickets auto-reopen when customers reply.

Search & Filter

Find any ticket instantly. Filter by status, type, or priority. Search by subject, message content, or customer name.

Full Audit Trail

Every message, attachment, status change, and view is logged. Complete documentation if disputes ever escalate.

How It Works

Simple for customers, powerful for you.

STEP 01

Customer Submits Request

From their portal, customers create a ticket with subject, message, type, and priority. They can submit from any invoice, subscription, or the support page.

STEP 02

You Review & Respond

Get notified instantly. Use the rich text editor to craft your reply, insert customer variables, add internal notes, and optionally send an email notification.

STEP 03

Track & Resolve

Monitor conversations in real-time. See when customers view tickets, track all activity in the timeline, and close with a full audit trail.

Real-Time Activity Timeline

Every action on a ticket is tracked chronologically. Know exactly what happened, when it happened, and by whom.

Request created10:30 AM

Customer opened a new billing question

Customer replied10:45 AM

Added contract as attachment

You responded11:02 AM

Acknowledged the issue and started review

Internal note added11:15 AM

Checked: invoice had wrong hourly rate

Email sent to customer11:20 AM

Notification delivered to [email protected]

Customer viewed ticket11:32 AM

Customer opened the ticket in portal

Marked as resolved11:45 AM

Invoice adjusted — customer confirmed

Why Handle Support In Your Portal?

78% of payment disputes can be resolved with better communication. Give customers a direct line to you.

Reduce Support Emails by 50%

Self-service access to invoices and direct query submission means fewer "where's my invoice?" emails.

Keep Customers Happy

Fast resolution builds trust. Customers who can easily raise concerns are less likely to churn.

Prevent Chargebacks

Resolve disputes before customers escalate to their bank. Save on chargeback fees and protect your reputation.

Full Audit Trail

Every message, attachment, and action is logged. Protect yourself with documentation if disputes escalate.

Resolution Time Comparison

Without Support Requests5-7 days via email
With Support Requests< 24 hours
75% Faster
Average resolution time improvement

Perfect For Every Business

Whether you're a freelancer or an agency, support requests keep client communication organized.

Freelancers

Handle billing questions professionally without losing context across multiple email threads.

Agencies

Multiple team members can collaborate on client issues with shared visibility.

SaaS Companies

Reduce churn by resolving billing issues before frustrated customers cancel.

Course Creators

Handle refund requests and access issues quickly to maintain your reputation.

Part of Customer Portal

Seamlessly Integrated with Your Customer Portal

Support Requests is built into the same portal where customers view invoices and manage subscriptions. One login, everything in one place.

Learn About Customer Portal
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Support Requests
Manage Subscriptions
Pay Outstanding Bills

Stop Losing Clients Over Billing Confusion

Give customers a direct line to resolve issues. Handle disputes professionally, build trust, and keep more clients.