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Exciting changes to our Service Provider Dashboard

Exciting changes to our Service Provider Dashboard

2 February 2021

We’re excited to announce some changes to our Dashboard for Service Providers.

Your Plan Partners Dashboard is designed to help you better support your customers and get paid faster using our Fast Payment System – and now it’s even easier and intuitive to use.

Some of the changes we’ve made include…

  • Live Chat: we’ve brought our popular Live Chat feature to the Dashboard. So now you’ll get instant responses to all your invoicing questions from a member of our team, directly from your Dashboard.
  • Invoice templates: save time by creating templates of frequently used invoices and avoid having to manually enter key details every time. 
  • Improved Invoices: invoices are now much clearer and simpler to understand at a glance, with colour coded statuses, dates and more.
  • Edit your invoices: realised you’ve made an error on an invoice you just submitted? We’ve now added a small window in which you can edit them after submission, so you don’t need redo the whole thing.   
  • Easier navigation: we’ve made some cosmetic changes to make the Dashboard easier to navigate, like putting the latest news and NDIS announcements on the homepage.

To start using your improved Dashboard today, simply log in using your email and password or update your Plan Partners app.

Learn more about the Plan Partners Dashboards.

Any questions?

Have a question about our updated Dashboard for Service Providers? We're happy to help. Chat with us online or give us a call on 1300 333 700.

Download the App here:

App store       Play store

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