Customer portal Dealer Services HELP Centre

Upcoming customer portal Webinars

Customer Portal Dealer Services– 
Your Digital Dealership

No Travel? No problem. Online Webinars are a great way to stay engaged.

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Past Webinars

Orders, Invoices & Returns

Join us as we walk through parts orders tracking in Customer Portal. 

We will show you the different order statuses, what they mean so you know when you will get the parts you have ordered. We will also walk you through the parts return process and discuss the benefits of completing parts returns online.

Parts Returns

Customer Portal Dealer Services - Parts Returns Webinar

Learn how to create a Returns Merchandise Authorization (RMA), reprint a packing slip and return tracking. See how easy parts returns online can be.

Ask the Expert - June 2023

Watch a recording of our 'Ask the Experts' webinar featuring a panel of Customer Portal, Condition Monitoring, Parts.Cat.Com & SIS  experts who shared answers to frequently asked questions and were live to answer your burning questions. 

CUstomer portal Overview

Designed for new and active users, walk through Customer Portal Dealer Services with us. We will show you what Customer Portal has to offer. Start with logging in, finding you orders and invoices then navigating through your asset health. 

Tips 'n Tricks

Designed for users eager to get the applications working better for them.  Learn how to enable single-sign-on if you use other CAT systems,  easily re-order parts, share asset groups, tailor the asset monitoring screens and more!

Finning at your Fingertips August 2022

Asset Groups

Focus on the data that matters most with Asset Groups in Customer Portal. Learn how to use Asset Groups to see the machines you care about and share your group with others. Plus see what's changed with this new version! Learn how to create, edit, delete and share asset groups.  

Finning at your Fingertips July 2022

Login Special

Which button to login with? The 'Login Special' webinar answers this question, explains why we've provided more than 1 option and addresses the top barriers to successfully logging in and activating your account. Also featured are step-by-step instructions on how you can use your Caterpillar ID to login.

Finning at your Fingertips June 2022