All the Ways We Can Help Right Now

All the Resources Available for Our Customers

You need to know how to get the help you need. Let us walk you through a few resources, starting with our Customer Portal, your entry point for so much of the Viewpoint ecosystem.

Viewpoint Customer Portal

We understand that it can be challenging to know the best place to get help so we've made one spot where you can start every time: the Viewpoint Customer Portal. From there, you can:

• Access support and product knowledge
• Chat with a support specialist
• Open a support ticket
• Troubleshoot technical issues
• Download the latest releases
• Access product resources
• Reach all other customer resources (like the Viewpoint Network and the Viewpoint Academy)
• and much more.

Any authorized user at your company can set up your account for access to the Customer Portal.

Viewpoint Academy

The Viewpoint Academy is your all-in-one resource for product training. It includes everything from quick tips to improve your workflows, learning plans that guide you through role-based training programs, live instructor-led courses and certification programs designed to create expert — and efficient — product users.

Once an authorized user at your company sets up your account in our Customer Portal at support.viewpoint.com, you will receive a welcome email for the Viewpoint Academy with a link to set your password. Once your password is set, you can begin your learning journey at academy.viewpoint.com!

Remote Access for Viewpoint Products

The info and links below are intended to provide administrators of Viewpoint software with fast access to information for inviting and configuring remote users to ensure team member access and business continuity. We will add/update this info frequently. If you need urgent help, please contact Viewpoint support.

If your organization does not have your Viewpoint ERP deployed in Viewpoint’s cloud, and is running ProContractor, Spectrum, or Vista locally on your own servers, you still have the ability to provide remote access to your system for workers who may be working from home at this time.

Vista

Vista Remote Link (VRL) provides the ability to run Vista over the internet, using the standard Vista client outside the LAN and a reverse proxy server.

Use of a VPN or remote connectivity software is not needed. Your users can securely access the Vista database using any available internet connection. Wi-Fi connections found in most home networks can provide the needed internet connectivity.

Please see the Vista installation guide for the necessary system requirements and steps to set up VRL.

Spectrum

Users can connect to Spectrum remotely directly or by using a corporate VPN. Please read through this Overview Guide to see which option is right for you.

Viewpoint Team

• Invite a contact to use Viewpoint Team
• Description of roles that determine a user's permissions and security
• Install the viewpoint team mobile app

Viewpoint HR Management, Viewpoint Financial Controls & Viewpoint Field Management

• Add new employees to the portal
• Registration info for first time portal users
• Edit user’s access to modules, set initial passwords, unlock users and edit the settings for inactive users
• How to configure SMS Messages for your portal
• How to send group messages using HR Management

Field View

• Give a person from your organization access to a project
• Give a person from another organization or business access to a project
• Description of roles that determine a user's permissions and security
• Install Field View app on mobile devices

Payroll Time Entry

• Getting started on the app

Service Tech

• Service Tech Overview
• Field Tech Overview
• Field Tech Installation

COVID-19 Related Resources

COVID-19 Contractor Resources: As the global COVID-19 situation has evolved, we've been putting out quite a few resources that can help, which we've gathered into a single blog post. Everything from self-care to sports news in the age of COVID is contained within.

What We Know About Maintaining Compliance with the Family First Coronavirus Response Act: We've put together a recap of the FFCRA and how you can comply in this blog post. It also provides access to the directions in the Customer Portal and the webinar we're running on the same topics.

How COVID-19 is Changing How We Work: Our initial post, a week or so ago now, about the changing realities we're facing around working remotely and how we're adapting to drive business continuity, for both you and ourselves.

The Viewpoint Construction Technology Blog: We encourage you to stay connected to our blog. We cover everything from What's Your Company's Crisis Plan? to One Dozen Reasons Contractors are Moving to Cloud-Based Construction Software at least a couple times a week. Plus, we've ramped up production to help accommodate the speed of change so don't forget to subscribe to get a digest in your inbox weekly.

For Our Viewpoint People

Thank you to all of you for inquiring about us as well. We appreciate it so much. We're doing a lot to stay together as a team and support you the best way we know how. Most of our tools for our employees are internal and accessible there only, but just so you know some of what we're doing:

1. We're all working from home, if possible, and are grateful to be able to do so
2. We're not traveling at all
3. We're taking advantage of all the advice around self-care and using our resources
4. We're focused on how we can help keep contractors productive
5. We're in it for the long haul with you!

We'll keep adding to this page as the resources continue to pile up, but as always, if you have a question or need information, you can contact us at any time. If you're a customer, we recommend you start with the Viewpoint Customer Portal please! It's there for you, as are we.