You activate the B2B Partner Portal in the Apps section and invite your business clients directly from your contact management. Through this separate, automated platform, dealers and retail chains submit their own repairs, track status and download invoices. It requires an Ultimate or Enterprise plan.
Why the B2B Partner Portal matters #
The B2B Partner Portal gives wholesale clients their own secure gateway. Orders land in your workshop board without manual re-typing, partners monitor progress around the clock, and every question bundles at the matching order. No re-typing, no phone tag.
Core portal features for your partners #
- Register devices for repair: dealers log defective hardware quickly using structured online entry sheets.
- Generate accompanying and delivery slips: instantly print logistics sheets for secure shipping to your workshop.
- Track live repair statuses: monitor real-time progress around the clock via the tracking board.
- Respond to quotes: review diagnostic estimates digitally and approve or reject them inside the portal.
- Download invoices in the portal: access past invoices or billing summaries at any time.
- Case communication: discuss open questions with your service center through the integrated chat.
- Partners submit messy spreadsheets, paper logs or endless emails.
- Workshop staff spend hours re-typing corporate tickets manually.
- Partners keep calling your front desk to check repair status.
- No centralized system for shared billing and order chats.
- Wholesale partners submit new orders cleanly via their portal panel.
- Incoming tickets populate instantly in your workshop job board.
- Dealers monitor status histories and bills autonomously 24/7.
- Integrated chat bundles all case inquiries at the matching order.
Step by step: Activate the portal and invite partners #
- Go to the Apps section in the left sidebar.
- Click the B2B Partner Portal tile in the list of available integrations.
- Click the blue Activate button in the top right.
- In the popup, set your portal URL (e.g. your shop name for the link path) and confirm with Activate B2B partner portal.
- Click the green Go to contacts button to switch to your customer directory.
- Search for the business contact via the search bar and open the entry.
- In the contact’s top tab menu, open B2B Portal on the far right.
- Switch Access to the B2B portal to On, enter the contact’s name and email, and click Send invitation.
Tip from practice #
Invitation sent successfully: Your partner receives an automated invitation email from RepairCMS. Once they confirm the link and set their password, they can submit repairs through your subdomain right away.
Requirements #
The B2B Partner Portal is an enterprise feature. To unlock the module and invite unlimited partners, you need an active Ultimate or Enterprise plan.
What comes next #
- Set up procurement: How to Activate the Procurement Hub
- Manage team access: Manage User Permissions and Dashboard Access
- Find DHL credentials: Where do I find my DHL credentials?
Frequently Asked Questions #
B2B Partner Portal #
Where do I activate the B2B Partner Portal?
In the Apps section, open the B2B Partner Portal tile and click Activate, then set your portal subdomain.
Which plan is required for the B2B Partner Portal?
The B2B Partner Portal requires an active Ultimate or Enterprise subscription.
What can my partners do in the portal?
Register devices, generate delivery slips, track repair status, respond to quotes, download invoices and chat about cases.
How does a partner get access to the portal?
Enable Access to the B2B portal in the contact, enter name and email, and send the invitation. The partner receives an automated access email.