Customer Guide
This guide covers everything you can do in the Surveyor POS customer portal.
1. Getting Access
Your account is created by the business either:
- By an admin or worker who registers your details in the system, or
- By you self-registering at the login page
After account creation you will receive a verification email. Click the link in the email to activate your account before logging in.
Login URL: /login
If you forget your password, click Forgot Password on the login page and follow the email instructions.
2. Dashboard
Your dashboard is the first page you see after logging in. It shows:
| Section | What you see |
|---|---|
| Total Projects | Number of projects assigned to you |
| Day Rentals | Total rental agreements you have |
| Point Rentals | Total point rental agreements |
| Outstanding Balance | Total unpaid balance across all your rentals (shown in red if > 0) |
| Overdue Items | A red alert banner if any of your rented items are past their due date |
| Active Rented Items | A table of every item currently out on rent, with days remaining (highlighted if overdue) |
3. Booking Equipment
You can request equipment in advance from your dashboard without visiting in person.
Submitting a booking request
- Go to My Bookings in the sidebar
- Click New Request
- At the top of the form, a blue banner shows you which branch will receive your request
- Select the rental type (Day Rental or Point Rental)
- Tick the checkbox next to each piece of equipment you want — only items available at your branch are shown
- Enter the number of days you need it in the Days field that appears next to each item
- Set your Preferred Start Date
- Add any Notes (special requests, job site details, etc.)
- Review the Summary panel on the right — it shows each item with its estimated cost and a running total
- Click Submit to [Branch Name]
Your request is submitted with status Pending. You will receive an SMS confirmation immediately. The branch team also gets an SMS alert so they can review it promptly.
Booking statuses
| Status | Meaning |
|---|---|
| Pending | Your request is awaiting admin review |
| Approved | Request approved — your rental has been created, visit to collect |
| Rejected | Request could not be fulfilled — hover/tap the info icon to see the reason |
| Cancelled | You cancelled the request before it was reviewed |
Cancelling a request
While a request is still Pending, you can cancel it by clicking the Cancel button in the My Bookings list.
4. Viewing Your Rentals
Day Rentals
Go to Rentals in the sidebar. You will see all your rental agreements with:
- Total price
- Amount paid
- Late fees
- Damage fees
- Discount
- Outstanding balance
Click View on any rental for full details including individual item due dates.
Point Rentals
Go to Point Rentals in the sidebar. Same layout as day rentals.
5. Projects
Go to Projects in the sidebar to see all projects assigned to you.
From a project page you can:
- See the project description and status
- View all tasks associated with the project
- Download files uploaded for you (reports, survey results, documents)
You cannot edit projects or tasks from the customer portal — contact your account manager or admin if changes are needed.
6. Profile Settings
Click your name in the top-right corner or go to /user/profile.
You can update:
- Full name
- Email address
- Username
- Phone number
- Address
- Profile image
Changing your password
On the profile page, scroll to the Change Password section. Enter your current password and your new password (confirmed), then save.
7. Understanding Your Balance
Your outstanding balance is the total amount you owe across all rentals:
Balance = Total Price + Late Fees + Damage Fees - Total Paid - Discounts
If your balance shows on the dashboard in red, there is an outstanding amount. Contact the office to arrange payment.
Late fees are added automatically each day your items are overdue. Return equipment on time to avoid additional charges.
8. Waitlist
If a piece of equipment you need is currently rented out, you can join the waitlist for that specific serial number.
- On the booking form, any rented-out item will offer a Join Waitlist option.
- After joining, find your active entries under My Waitlist in the left sidebar.
- When that equipment is returned and becomes available, you will receive an SMS notification automatically.
- Click Leave next to any active entry to remove yourself from the queue at any time.
| Status | Meaning |
|---|---|
| Waiting | You are queued — SMS will be sent when the item becomes available |
| Notified | SMS sent — book quickly before someone else does |
| Fulfilled | Booking was processed at the office |
| Cancelled | Entry was cancelled by you or branch staff |
9. SMS Notifications
The system will send SMS messages to the phone number on your account for:
- Booking request submitted (confirmation)
- Booking request approved
- Booking request rejected (with the reason)
- Booking request cancelled
- Rental item due tomorrow (reminder)
- Rental item overdue (notice)
- Waitlist item available (when equipment you are waiting for is returned)
Ensure your phone number is up to date in your profile settings.