When you partner with BlueTarp, you gain 24/7 insight into your customers’ purchase behavior as well as the status of your BlueTarp payments. Plus, your customers get convenient online tools—all under your brand.
Every day when you log on to SmartView™, you’ll see the Dashboard for your BlueTarp program. With a running tally of notes posted to your customers’ accounts, a list of any disputes or deposit holds, and the status of collections, the Dashboard gives you immediate control and insight.
SmartView’s Aging screen provides a list of past due balances and associated customer accounts. The view is totally customizable and filterable. Custom reports are easily created and exportable.
Customer 360 view
SmartView’s Customer 360 view delivers your customer’s account and personal information in one spot. See available and total credit account details. Quickly get key contact phone numbers and emails. Download up to 13 months’ worth of recent statements.
The flexibility of SmartView is easily displayed with the Manage User feature. Administrators can create custom permission-based roles, enable/disable user accounts, reset user passwords, invite new users and so much more.
One solution to manage many things
The SmartView experience affords you and your team with one location to quickly and efficiently meet customer demands so that selling and service remain the focus. Additional features include:
Invoices: Quickly access your customers’ open items. From that menu, you can select one or all open invoices to download and email or print.
- Payments: Actively pull payment history for your customers. Details provided include date, payment total, and the invoices to which the payment was applied.
- Settlements: Easily view details of any sales transaction, past or current as well as credits that we’ll make to your bank account. And, with Manage User permissions, you can even restrict those who have access to this information.
- Applications: Nicely displayed in the applications tab is the status of mailed, faxed, or electronic credit applications. And, you and your designees can instantly send your branded email to a prospective customer so that they can apply instantly online.
Tools to help your customers save time and manage cash flow
Flexible payment options
Making a payment is easy. Customers can choose to pay by invoice, job, or any amount. And they have the flexibility to schedule their payments for a future date or set up recurring payments so their account is always current.
Customer account access
Customers can quickly review their balances and check their available credit anytime, anywhere. And, customers can download up to13 months’ worth of statements.
Customers can track what they’ve spent and what they owe on any project to better manage their cash flow. They can see exactly what they purchased on each transaction and can track purchases by SKU, PO, purchaser or delivery location.
Customers can opt out of paper and into electronic email delivery of their invoices and/or statements. They can even set up payment reminders so they never miss a due date.