Give your customers a secure online home for their account.
Advantage Portal lets your customers pay bills, place orders, and manage their own deliveries online — so your team spends less time on the phone and gets paid faster. Choose the tier that matches your Advantage Platform setup.
Advantage Portal is a customer-facing e-commerce module of the Advantage Platform. It gives your customers secure online access to their accounts — available in tiers that align with your Advantage Platform implementation, so you only pay for what you need.One portal, three tiers
Each tier builds on the one before it. Start with the essentials and step up as your needs grow.
Essentials
Secure account access, online bill pay, payment management, billing history, and new customer sign-up requests.
See Essentials features →Pro
Adds online ordering through the Web Store, order history and reordering, delivery calendar management, service requests, and marketing specials.
See Pro features →Enterprise
Everything in Pro, plus the capacity and capabilities built for larger, multi-location operations.
Advantage Portal Essentials
The core self-service tools your customers need to manage their accounts online — a cost-effective foundation for a better customer experience.
Account dashboard
A summary view of account balance, autopay status, available credit, open invoices, and account information.
Secure account access
Access for your existing customers, verified by account number and email. Primary users invite others and share visibility across all their locations.
Online bill pay
Customers view their account summary and open invoices, and pay by credit card or ACH directly through the portal.
Payment management
Save, edit, and remove cards and bank accounts, set a primary method, and manage autopay.
Billing history
A consolidated view of invoices and payments across every location, with records customers can view and download.
New customer request form
A shareable sign-up form collects prospect details and routes them to your team to review and set up.
Advantage Portal Pro
Online ordering, delivery management, and richer self-service — so your customers can do more without picking up the phone.
Online ordering, delivery management, and richer self-service — so your customers can do more without picking up the phone.
Delivery & subscription dashboard
Pro extends the dashboard with upcoming delivery dates and a view of current subscriptions, pricing, and quantities.
Web store
An e-commerce storefront where customers browse products at their account pricing — names, descriptions, pricing, images, and details.
Online ordering
Customers build a cart and submit orders for the next scheduled route date, sent straight to the Advantage Platform for processing.
Order history & reorder
Review past orders in full detail, filter by date or location, print or download records, and rebuild a cart from a previous order.
Delivery calendar
View and print scheduled deliveries by month or week, see the details for each date, and skip an upcoming delivery when needed.
Equipment service requests
Customers request an exchange, pickup, or service — or file a request for equipment that isn't on their account.
Marketing specials
Promote featured items and limited-time offers in a banner or carousel that customers can order from on login.
Product image management
Upload and manage product images (JPG, PNG) that appear in the Web Store listings.
Default products & subscriptions
Customers save commonly ordered items and mark products as recurring subscriptions.
Account statements
On Pro+, customers view and download PDF statements covering invoices, payments, adjustments, and outstanding balances.
Compare Essentials and Pro
Pro includes everything in Essentials, plus online ordering and delivery tools. Here's the side-by-side.
| Feature | Essentials | Pro everything in Essentials + |
|---|---|---|
| Account dashboard | ✓ | ✓ |
| Secure account access & multi-user | ✓ | ✓ |
| Online bill pay | ✓ | ✓ |
| Payment management & autopay | ✓ | ✓ |
| Billing history & downloads | ✓ | ✓ |
| New customer request form | ✓ | ✓ |
| Delivery & subscription dashboard | — | ✓ |
| Web store (online catalog) | — | ✓ |
| Online ordering | — | ✓ |
| Order history & reorder | — | ✓ |
| Delivery calendar & skip delivery | — | ✓ |
| Equipment service requests | — | ✓ |
| Marketing specials | — | ✓ |
| Product image management | — | ✓ |
| Default products & subscriptions | — | ✓ |
| Account statements | — | Pro+ |
An Enterprise tier is coming soon, with everything in Pro plus more for larger operations.
Secure payments, built in
Card Connect integrates with the Advantage Platform to process credit card and ACH payments through the portal — securely and compliantly, so paying is quick and your cash flow improves.
Ready to give your customers a better experience?
See Advantage Portal in action and find the tier that fits your business.