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.

Vendor Portal — FAQ

What is the Centoffer vendor portal?

The vendor portal at resource.centoffer.com is the operating system MSP and field-service partners use to run Centoffer work. From one place you accept orders, dispatch engineers, capture proof-of-delivery, track SLAs on live dashboards, and receive weekly multi-currency payouts — across 170+ countries.

How do orders and dispatch work in the portal?

New jobs land in your queue with scope, location, SLA window, and pricing already defined. You accept the order, assign the nearest qualified engineer, and the portal notifies them with full site details. Response and resolution times are tracked automatically against the agreed SLA in real time.

How does proof-of-delivery work?

Every field visit is closed with structured proof-of-delivery: engineers upload photos, signed sign-off sheets, serial numbers, and completion notes directly in the portal. This creates an auditable record for each job, releases the work for approval, and is what triggers your payout for that visit.

When and how are vendor payouts made?

Centoffer settles approved work on a weekly cycle. Once proof-of-delivery is accepted, completed jobs are batched and paid out in your chosen currency, with a transparent statement showing every job, rate, and adjustment. Multi-currency settlement means you get paid predictably regardless of where the work occurred.

What do the SLA dashboards show?

The SLA dashboards give partners a live view of performance: response and resolution times per job, on-time percentage, open versus closed orders, and trends over time. They flag at-risk jobs before a breach so you can re-dispatch or escalate early, and they double as your track record inside Centoffer.