CUSTOMER PORTAL
ACCESS INFORMATION
- Only one login is required to access all portal apps at once.
- A minimum of one login will be assigned.
- Each of your assigned staff members will receive their own login.
- Request access for other staff members (authorized to access to your company's billing and lab reports) via finance@trelfalabs.com.
- Bookmark: https://portal.trelfalabs.com/client
DASHBOARD APP #1: CHAIN OF CUSTODY & SUPPLY ORDERS
Data Management
- One form. Two options. Use it for both Chain of Custody and Supply/Environmental Swabbing Orders.
- Always up to date. No need to download updated Excel versions as they are released.
- Automatically assigns your account number and name based upon sign-in credentials, eliminating data entry errors.
- Allows editing of pending orders, including scheduling dates.
- View order history and status.
- Sort and create downloadable reports.
- Automatically emails your order confirmation and data in Excel format upon submission.
- No paper copies needed.
Time Management
- Allows duplication of past orders to be edited and saved as new orders, saving you data entry time.
- Automatically syncs with Trelfa Labs's shared Logistics calendar to schedule and update pending pick-ups, drop-offs, and deliveries.
DASHBOARD APP #1: BILLING & LAB REPORTS
DASHBOARD APP #1: BILLING & LAB REPORTS
- Review balance summary or available credit
- Make/review payments
- Review account details
- Download/Forward/Print Quotes, Lab Results (Sales Orders), Invoices, and Credit Notes
- Filter/Download/Print Statements
- Review Consulting Projects
- Review Shared Documents
- Email our Finance Dept. directly
- Rate us, and submit a review
- Reset your password
CUSTOMER PORTAL ALTERNATIVES SET TO EXPIRE
CUSTOMER PORTAL ALTERNATIVES SET TO EXPIRE
The following systems will be phased out by April 1 in favor of the upgraded Customer Portal in order to:
- streamline and improve efficiency
- prevent data entry errors
- meet our ISO requirement and prevent corrective actions
CHAIN OF CUSTODY FORM - EXCEL VERSION
CHAIN OF CUSTODY / SALES ORDER - WEB SITE VERSION
AS NEEDED SAMPLING / SUPPLY ORDER - WEB SITE VERSION
The system is very intuitive, however, on-page instructions are available. We are happy to provide training for your team and assist you through this transition.
We appreciate your business and welcome your feedback. Please let us know of additional features or upgrades that would make our working relationship more productive.
LET'S DISCUSS YOUR PROJECT
CUSTOMER PORTAL
- User Login (This is not automatically activated for every customer. You must request access for specific company representatives via finance@trelfalabs.com.)
FORMS & TEMPLATES
INDUSTRY STANDARDS
