Knowledge base

Vendor Portal Features

Every capability in the Centoffer vendor portal, in one place. Browse by category or search to find exactly what you need.

47 features across 8 categories

🔍
🚀 Live
Stage-by-stage visibility

Transparent Onboarding

Track your application through 5 defined stages — Application, Verification, RFx, Test Order, Active. No black boxes, no guessing.

  • Real-time stage status in your dashboard
  • Document checklist with upload prompts
  • Automated email at each stage transition
🚀 Onboarding & Setup
🏢 Live
Declare what you do

Company Profile & Capabilities

Build your company profile once — legal entity, service categories, certifications and languages — and reuse it across every order and RFx.

  • Service category and skill tagging
  • Languages and time-zone coverage
  • Reusable across all RFx submissions
🚀 Onboarding & Setup
🗺️ Live
Where you operate

Service Coverage Mapping

Define the countries, regions and cities you cover so the platform only routes orders that match your real footprint.

  • Country, region and city-level coverage
  • Per-area service-type selection
  • Drives automatic order matching
🚀 Onboarding & Setup
📋 Live
Auto-generated pricelist

RFx Pricing Process

A structured RFx workflow ensures every vendor is priced consistently. Your rates are automatically compiled into the platform's vendor comparison matrix.

  • Structured rate submission by service category
  • Auto-generate buyer's guide for enterprise clients
  • Competitive positioning vs. anonymised peers
🚀 Onboarding & Setup
📎 Live
Know exactly what's needed

Guided Document Upload

A guided wizard tells you precisely which documents your jurisdiction and service type require, with live validation as you upload.

  • Jurisdiction-aware document checklist
  • Live format and expiry validation
  • Progress saved — finish later anytime
🚀 Onboarding & Setup
🏦 Live
Encrypted from day one

Bank & Payout Setup

Add the bank accounts you want to be paid into. Account numbers are encrypted at rest, and you can hold multiple accounts per currency.

  • Multiple bank accounts per currency
  • Account details encrypted at rest
  • SWIFT / IBAN / local routing supported
🚀 Onboarding & Setup
📨 Live
Accept work in one tap

Dispatch Job Feed

A live feed of orders matched to your scope, location and capacity. Review the scope and SLA, then accept or decline in a single tap.

  • Orders matched to scope and coverage
  • Scope, SLA and pay shown up front
  • One-tap accept or decline
🎫 Operations & Dispatch
🎫 Live
Real-time escalation view

Ticket Visibility

See every ticket assigned to your team — open, in-progress, escalated, or closed. SLA countdowns update live so your team is never caught off guard.

  • Full ticket lifecycle view per engineer
  • SLA countdown with colour-coded urgency
  • Escalation management with audit trail
🎫 Operations & Dispatch
⏱️ Live
Never miss a deadline

SLA Tracking & Alerts

Every ticket carries a live SLA clock. Proactive alerts fire before a breach so your team can act while there's still time.

  • Live SLA countdown per ticket
  • Pre-breach push and email alerts
  • Breach root-cause logging
🎫 Operations & Dispatch
📅 Live
Plan the field day

Scheduling & Calendar

Assign engineers to jobs on a calendar view, avoid double-booking, and give clients accurate arrival windows.

  • Drag-and-drop engineer scheduling
  • Conflict and double-booking detection
  • Client-facing arrival windows
🎫 Operations & Dispatch
📍 Live
Proof of delivery in the app

POD & Field Execution

Field engineers capture proof of delivery on-site — photos, signatures, geotag and timestamp — closing the job instantly and feeding it straight into billing.

  • Photo + e-signature POD capture
  • GPS geotag and timestamp on every job
  • Auto-close ticket on verified delivery
🎫 Operations & Dispatch
📦 Live
Track every part

Spare Parts & Logistics

Track spare parts and RMA shipments tied to a ticket — from dispatch to install — so nothing stalls a field visit.

  • Part status tied to each ticket
  • Inbound / outbound shipment tracking
  • RMA and faulty-return handling
🎫 Operations & Dispatch
💬 Live
One thread per job

In-Ticket Communication

Keep every message, photo and note about a job in one timestamped thread — no lost emails, no WhatsApp scattering.

  • Unified message thread per ticket
  • Photo and file attachments
  • Full timestamped audit history
🎫 Operations & Dispatch
👥 Live
Field workforce tracking

FTE / PTE Management

Manage your deployed field engineers directly from the portal. Attendance logs, timesheet approval, and FTE/PTE classification — all consolidated.

  • Daily attendance reporting per engineer
  • Timesheet submission and approval workflow
  • FTE vs PTE headcount with availability status
👥 Workforce Management
🧑‍🔧 Live
Build your bench

Engineer Onboarding & Skills

Onboard field engineers with skills, certifications and service areas so the platform matches the right person to each job.

  • Skill and certification tagging per engineer
  • Service-area assignment
  • Drives skill-based dispatch matching
👥 Workforce Management
🕐 Live
Hours you can bill

Attendance & Timesheets

Engineers clock in from the field; you approve timesheets in the portal. Approved hours flow straight into billing and payroll.

  • Geo-stamped field clock-in/out
  • One-click timesheet approval
  • Approved hours feed billing
👥 Workforce Management
🗓️ Live
Know who's free

Roster & Availability

A live roster shows which engineers are available, on a job, or off-shift — so dispatch decisions are never guesswork.

  • Live availability per engineer
  • Shift and leave management
  • Capacity view by region
👥 Workforce Management
🔐 Live
One login, scoped views

Role-Based Access

Your company account and your engineers share one portal with role-based access. MSP admins see company-level data; engineers see only their own job feed, POD tools and payout history.

  • MSP admin vs field-engineer permission tiers
  • Engineer sees own jobs, POD and payouts only
  • Centralised account control for the company
👥 Workforce Management
📱 Live
The portal in your pocket

Engineer Mobile App

Field engineers get a dedicated mobile app for their job feed, navigation, POD capture and payout history — built for low-bandwidth field conditions.

  • Job feed with push notifications
  • On-site POD capture and upload
  • Offline-tolerant for weak networks
👥 Workforce Management
💳 Live
Submit → Track → Paid

Portal-Based Invoicing

Generate and submit invoices directly in the portal. Track every payout from submission through approval, processing and confirmation — no email chains.

  • One-click invoice generation per billing period
  • Status: Submitted → Approved → Processing → Paid
  • Full payout history with downloadable statements
💳 Billing & Payments
🌍 Live
Get paid in your currency

Multi-Currency Settlement

Cross-border payouts settled in your local currency on a weekly cycle, with transparent FX and a full audit trail on every transfer.

  • Weekly payout cycle across 170+ countries
  • Local-currency settlement with transparent FX
  • Bank details encrypted at rest
💳 Billing & Payments
🧾 Live
Every cent accounted for

Payout History & Statements

A complete, searchable record of every payout with downloadable statements — ready for your accountant or an audit.

  • Searchable payout ledger
  • Downloadable PDF/CSV statements
  • Per-period and per-client breakdown
💳 Billing & Payments
🏷️ Live
Your prices, organised

Rate Card Management

Maintain rate cards by service category, region and currency. Update once and every new order prices correctly.

  • Rates by service, region and currency
  • Effective-dated rate changes
  • Feeds quoting and invoicing
💳 Billing & Payments
⚖️ Live
Resolve, don't argue

Adjustments & Disputes

Raise or respond to invoice adjustments inside the portal with a clear, documented trail — no back-and-forth emails.

  • Line-item adjustment requests
  • Documented resolution trail
  • Status tracking to closure
💳 Billing & Payments
📑 Live
Ready at filing time

Tax & Compliance Documents

Generate and store the tax and compliance documents each jurisdiction needs, so settlement stays clean across borders.

  • Jurisdiction-specific tax documents
  • Withholding and VAT handling
  • Stored and retrievable per period
💳 Billing & Payments
📊 Live
QBR-ready dashboards

Performance Governance

Your full performance record in one view: CSAT scores, SLA compliance rate, escalation history and QBR presentation data.

  • Live CSAT and SLA % by period
  • Escalation log with root-cause tags
  • Exportable QBR slide-ready report
📊 Performance & Reporting
Live
Hear the customer

CSAT Collection

Automated CSAT surveys fire after each closed ticket, feeding scores straight into your performance profile and tier.

  • Auto-survey on ticket close
  • Trend by client, region and engineer
  • Feeds classification scoring
📊 Performance & Reporting
📉 Live
See the breaches coming

SLA Compliance Analytics

Analyse SLA performance over time, spot recurring breach causes, and fix the patterns before they cost you a client.

  • Compliance % trend over time
  • Breach root-cause breakdown
  • Filter by client, region, service
📊 Performance & Reporting
📈 Live
CSAT · SLA · QBR

Reporting Suite

Download client-ready reports for any period. CSAT trend, SLA breach analysis and QBR summaries — formatted for executive presentation.

  • Scheduled weekly/monthly report delivery
  • Filter by client, region or service type
  • Shareable PDF export with Centoffer branding
📊 Performance & Reporting
📤 Beta
Decks in minutes

QBR Builder

Assemble a quarterly business review deck from live performance data in minutes, instead of rebuilding slides by hand.

  • Auto-populated from live metrics
  • Branded, client-ready slide export
  • Reusable QBR templates
📊 Performance & Reporting
🧩 Beta
Your KPIs, your way

Custom Dashboards

Build dashboards around the metrics that matter to your business and pin them for the whole team to see.

  • Drag-and-drop metric widgets
  • Saved and shareable views
  • Role-aware data scoping
📊 Performance & Reporting
🏅 Live
Standard vs Premier Partner

Vendor Classification

A transparent checklist-based classification system. Know exactly what criteria determine your tier and what benefits each level unlocks.

  • Checklist scoring across 8 criteria
  • Tier upgrade triggers and timelines
  • Premier perks: priority dispatch, co-marketing, higher rate ceiling
🏅 Growth & Profile
🌐 Live
Your public partner card

Capability Profile

Your live capability card visible to enterprise clients: total engineers, FTE count, country coverage, average CSAT and cumulative ticket count.

  • Auto-updated from live ticket and engineer data
  • Country and city coverage heatmap
  • Revenue statistics and capacity utilisation
🏅 Growth & Profile
🎖️ Live
Show you're verified

Partner Badge & Co-Marketing

Premier partners earn a verified Centoffer badge and co-marketing slots — proof of standing you can show your own clients.

  • Verified partner badge for your site
  • Co-marketing and case-study slots
  • Listed in the partner directory
🏅 Growth & Profile
🎯 Coming soon
Work that comes to you

Inbound Lead Feed

Enterprise buyers browse capability profiles and send work requests directly to qualifying partners in their region.

  • Buyer requests matched to your scope
  • Accept and convert in-portal
  • No cold outreach required
🏅 Growth & Profile
🤝 Beta
Grow the network, earn

Referral Program

Refer other MSPs and engineers to the platform and earn rewards when they activate — tracked transparently in the portal.

  • Unique referral links and codes
  • Transparent reward tracking
  • Payout on referred-partner activation
🏅 Growth & Profile
🔒 Live
Bank details, protected

Encryption at Rest

Sensitive payment details — bank account numbers and account names — are encrypted at rest using application-level encryption, so plaintext is never stored.

  • Account numbers/names encrypted at rest
  • Searchable via secure blind index, not plaintext
  • Keys derived from a stable secret, rotation-ready
🛡️ Security & Compliance
🏢 Live
Many entities, one login

Multi-Organization Support

Run multiple legal entities, brands or country operations under a single login, each with isolated data, billing and permissions.

  • Isolated data per organization
  • Switch entities without re-login
  • Per-org billing, roles and reporting
🛡️ Security & Compliance
🛂 Live
Lock down the account

Access Controls & 2FA

Granular role permissions plus two-factor authentication keep company and engineer data in the right hands only.

  • Granular per-role permissions
  • Two-factor authentication
  • Session and device controls
🛡️ Security & Compliance
🧮 Live
Who did what, when

Audit Trail & Activity Logs

Every meaningful action — document uploads, invoice changes, status transitions — is logged with an immutable, timestamped trail.

  • Immutable timestamped activity log
  • Per-record change history
  • Exportable for audits
🛡️ Security & Compliance
✍️ Coming soon
Sign in the portal

Contract Management & e-Sign

Store SOWs, NDAs and partner agreements centrally and sign them in-portal with legally-binding e-signatures and an immutable trail.

  • Central contract repository
  • Legally-binding in-portal e-signing
  • Renewal reminders and version history
🛡️ Security & Compliance
🛡️ Live
Upload once, renew on-time

Legal & Compliance Vault

A central repository for all compliance documents — insurance certificates, business registration, contracts and local regulatory filings.

  • Document expiry alerts and renewal reminders
  • Compliance check against jurisdiction requirements
  • Audit trail for every document submission
🛡️ Security & Compliance
🛡️ Live
Continuous compliance

IT Security & Cloud Audit

Continuously audit cloud security posture and compliance across your estate — misconfigurations, access risks, and policy drift, surfaced before they bite.

  • Cloud security posture & compliance scans
  • Misconfiguration and access-risk findings
  • Audit-ready evidence and reports
🏛️ Enterprise IT Operations
🗃️ Live
Hardware, software, licenses

Enterprise IT Asset Management

Track and govern every IT asset across sites and entities — lifecycle, ownership, warranty, and software licenses in one source of truth.

  • Full asset lifecycle and ownership tracking
  • License and warranty management
  • Multi-site, multi-entity inventory
🏛️ Enterprise IT Operations
🎫 Live
Incidents · problems · changes

ITIL-Native Service Desk

A service desk built to ITIL — incidents, problems, changes, and requests with SLAs, workflows, and a knowledge base, native to the platform.

  • Incident, problem, change & request management
  • SLA-driven workflows and approvals
  • Self-service portal and knowledge base
🏛️ Enterprise IT Operations
🏬 Live
Spare parts & logistics

SaaS Warehouse Central

Cloud warehouse management for spare parts and field logistics — stock levels, transfers, and RMA across every depot in the network.

  • Multi-depot stock and transfer tracking
  • Spare-part allocation tied to tickets
  • Inbound/outbound and RMA workflows
🏛️ Enterprise IT Operations
🔑 Live
CMDB + secure vault

Configuration & Encrypted Credential Management

A central configuration database (CMDB) plus an encrypted-at-rest credential vault — store device configs and secrets securely, with access controls and audit.

  • Central CMDB for devices and configs
  • Credentials encrypted at rest
  • Scoped access with full audit trail
🏛️ Enterprise IT Operations

See it inside the portal

These features are live at resource.centoffer.com for every authorized partner.