Professional Services, Corporate Tourism, Customer Portal, and Payment Workflow
Soft Professional Services provides business service intake, corporate tourism support, customer onboarding, assigned product/payment workflows, invoice views, manual authorization forms, and admin-managed customer records.
Customer sends service request
Admin reviews and contacts customer
Admin sets product, price and password
Customer logs in and completes payment
From service request to assigned payment
Customers first submit a request. Admin reviews it, clicks Set Customer, defines the product/service, price, and temporary password. The customer then logs in with the same email and pays from the payment screen.
Request Form
Customer submits service type, company, email and details.
Admin Review
Admin sees all requests and converts them into customer accounts.
One Login
Login identifies whether the user is admin or customer.
Payment
Assigned customer can pay by ACH, SEPA DD or card gateway workflow.