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Texada Knowledge Center

Texada GateWay - Customer Access Portal

Texada GateWay - Customer Access Portal

Getting Started

Introduction to the Customer Access Portal Dashboard

Create Your User Account in the Customer Access Portal

Log In and Out of GateWay's Customer Access Portal

Reset or Change Your Password in the Customer Access Portal

Switch Between the Customer Access Portal and eCommerce

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Rentals

Create a Pickup Request for Rented Equipment in GateWay

Create a Service Request on a Product on a Rental Contract in GateWay

Download a Rental Contract as a PDF in GateWay

Edit the Purchase Order Number on an Open or Overdue Rental Contract in GateWay

Email the List of Contracts as an Attachment in GateWay

Export the List of Contracts as a Spreadsheet in GateWay

Export the List of Open Pickup Requests in GateWay

Filter the List of Open Pickup Requests in GateWay

Search the List of Rental Contracts in GateWay

Use the Rate Calendar to View the Rental Rates on an On Rent Product in GateWay

View the Details of a Rental Contract in GateWay

About Rentals in GateWay

Change the Due Date of a Rental Contract in GateWay

Change the Due Date of a Product on a Rental Contract in GateWay

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Invoices

Create a Billing Inquiry in GateWay

Download an Invoice as a PDF in GateWay

Search the List of All Invoices in GateWay

Search the List of Billing Inquiries in GateWay

Search the List of Outstanding Invoices in GateWay

View the Details of a Billing Inquiry in GateWay

About Invoices in GateWay

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Tickets

Create a HubSpot Support Ticket in GateWay

Search the List of HubSpot Support Tickets in GateWay

View the Details of a HubSpot Support Ticket in GateWay

Settings

Create a Job Site in GateWay

Create a User Account for Another User in the Customer Access Portal

Edit a Job Site in GateWay

Edit a User Account in the Customer Access Portal

Search the List of Job Sites in GateWay

Search the List of User Accounts in the Customer Access Portal

Set Up Access Permissions in the Customer Access Portal

Set Up Alerts and Notifications in GateWay

Change the Company in GateWay

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Integrations

Link the Customer Access Portal to Your Corporate Website