HD360 Customer Portal - User Guide
HOW TO USE HD360
Take control with HD360
Manage your equipment, track parts, and stay on top of your account in one place. Log in to HD360 to access real-time updates across your fleet, orders, and finances, or create an account in minutes to get started. Need help? Use the in-platform Support option to request assistance, resolve issues, or update your access. Whether you’re checking what’s ready, monitoring machines, or reviewing spend, HD360 helps you find answers quickly and keep your operation moving.
HOW TO
SET UP YOUR ACCOUNT
You can access HD360 by logging in with your registered email and password, or by using a one-time password (OTP) sent to your email for secure access. If you don’t yet have an account, select Create account on the login page and follow the steps — setup typically takes 5–10 minutes. If you don’t receive a confirmation or login-related email, check your spam folder or contact Support for assistance.
Your profile contains your personal details, assigned companies, and access permissions. If any information is incorrect or you can’t see all your companies or invoice accounts, you can request updates through the Support option. Your assigned companies control what data you can access across Assets, Finance, and Parts Tracker.
Roles define what you can see and do within HD360. Executive users have full access across all features, Fleet + Invoices can view equipment and invoices, Fleet focuses on asset and parts information only, and Accounts is limited to financial data and actions. You can view your role in the Profile section and request changes through Support if needed.
If you’ve forgotten your password, use the Forgot Password? link on the login screen, enter your registered email, and follow the instructions in the reset email. If you don’t receive the email, check your spam or junk folder, or contact Support for help. Your new password must meet security requirements, including a mix of letters, numbers, and special characters.
To delete your account, go to your Profile, scroll down, and select Delete my account. Confirm the action to permanently remove your account, which will log you out immediately. If you cancel, no changes will be made and your account will remain active.
Most account issues can be resolved by checking your login details, ensuring the correct email or company is selected, or verifying your assigned role. If you’re not receiving emails, can’t access certain features, or need to update your details, use the in-app Support option and the team will assist you.
The HD360 home page is designed to help you quickly access everything you need. Use the main menu (top left) to move between Home (overview and shortcuts), Assets (equipment and fleet data), Finance (credit and invoices), Parts Tracker (order tracking), and Outstanding Cores. The profile icon (top right) gives access to your profile, updates, help articles, and logout. Quick links in the centre provide fast access to commonly used tools like Parts, Service, and Equipment, while the bottom section highlights promotions and useful resources.
You can customise your view by selecting which companies’ data you want to see. To set this permanently, go to the menu and update your Assigned companies. For quick changes, use the Customer Accounts filter at the top of Assets, Finance, or Parts to switch between companies and focus on specific accounts.
Cat® Instant Access allows you to open participating Cat apps without logging in each time. To enable it, click a Cat app link from the HD360 home screen and follow the prompts to sign in using your Cat Account (CWS ID and password). Once linked, your accounts stay connected and future access is automatic. When using parts.cat.com for the first time, you may need to click “Sign in” once more to finalise setup.
HD360 includes quick links to connected Cat apps, giving you streamlined access to tools and services without leaving the platform. Once Cat Instant Access is enabled, you can move between HD360 and supported Cat applications seamlessly, improving efficiency and reducing the need for repeated logins. If you don’t have a Cat Account or experience issues, use the in-app Submit a request option for assistance.
You can customise which updates you receive by opening the notifications panel using the bell icon in the top navigation, then selecting the settings icon. From here, you can turn individual notification types on or off, allowing you to choose which order, finance, or asset updates you want to be alerted about.
All notifications can be accessed from the bell icon in the top-right corner of the platform. A blue dot indicates unread notifications, while a grey dot shows those already viewed. Clicking on a notification will take you directly to the relevant page or item within the platform for quick action.
You can keep your notifications list organised by deleting individual entries using the bin icon, or clearing the entire list with the Delete all option. Notification badges will update automatically as items are read or removed, helping you stay on top of important updates without clutter.
PARTS TRACKER
Access Parts Tracker from the top menu to track and manage all your orders in one place. The homepage displays four quick snapshots (Open sales orders, Ready for pickup, Shipped, and Backordered) that you can click to instantly filter results and focus on the most relevant updates.
Use the search bar to find orders by sales order number (from your invoice, email, or SMS) or purchase order number, or apply filters for status, delivery method, or warehouse. If your order doesn’t appear immediately after placing it, allow up to an hour for it to become visible. Click any order to open it, where the Summary tab shows key details including pickup location, the Parts tab shows real-time status of each item, and the Invoices tab displays related invoices (if you have access).
Orders move through statuses such as Order placed, Processing, Ready for pickup, Picked up, Partially shipped, and Fully shipped to reflect overall progress. Within each order, individual parts may have their own statuses like Backorder, Transfer, Waiting for processing, Processing, Ready for pickup, Picked up, and Shipped. This means a single order can contain multiple statuses at the same time — always check the Parts tab for the most accurate view.
The Parts view allows you to see all parts across all your orders in one list, grouped by status and sorted by most recent updates. This is useful when you don’t know the order number or need to track a specific part. You can search, filter, and click into a part to see more detail and link back to the associated sales order.
The warehouse refers to the location where parts are either dispatched from or collected. Pickup location details are available in the order Summary tab. When parts are shipped, you may also see a shipped date and tracking link (if provided by the courier).
HD360 can notify you when your order progresses, such as when items are ready for pickup or shipped. You can manage your notification preferences using the bell icon. Bookmarking an order allows quick access later and automatically enables notifications for that specific order, overriding your general settings.
You can search using sales order number, purchase order number, delivery method, warehouse, or order status. To refine your view further, combine search with filters or switch between customer accounts to ensure you are viewing the correct data.
The Parts view shows all parts across your sales orders in a single list, sorted by the most recently updated and grouped by status so you can quickly see what’s ready, in progress, or delayed. You can access it by navigating to Parts Tracker and selecting the Parts tab, then refine the list using filters or search by part name, part number, sales order, purchase order, or status. Each row includes key details such as last updated date, part name and number, associated sales and purchase orders, quantity, and status, and can be clicked to reveal more detail and link back to the full sales order. You can also use the snapshot tiles (Open, Ready for pickup, Shipped, Backordered) to instantly filter results. Status filters help you focus on specific stages like Processing, Transfer, Backordered, Waiting for processing, or actionable states like Ready for pickup, Picked up, or Shipped. If needed, you can export the list to a CSV file from the top-right (desktop only), using filters beforehand to customise your export.
FINANCE & ACCOUNTS
Access the Finance section from the top menu to view and manage your credit, spending, and invoices in one place. The Finance summary shows your credit balance for the current month and a 12‑month spend overview broken down into parts, service, rental, and other categories, helping you quickly understand your financial position.
The Finance summary displays your credit limit, available credit, due soon, and overdue amounts, giving you a clear snapshot of your account status. You can click into the finance history graph to see a detailed monthly breakdown, and filter by company or spend type to focus on specific accounts or categories. If you need the most up-to-date figures, you can request a statement directly from the Finance section.
The Invoices tab contains all invoices from the past 24 months, listed in chronological order. You can search by invoice number or sales order, and filter by date, status, type, or currency to quickly find what you need. Status indicators help you prioritise actions, showing Due soon, Overdue, Paid, or Credit. You can open any invoice to view details and request a copy, or select multiple invoices to send in bulk to your email.
HD360 will notify you when your credit usage reaches 80% and again at 100% of your limit. A banner will appear in the Finance summary allowing you to review your account and apply for a credit limit increase. You can submit a request by entering a new limit and confirming your details, and you’ll be notified once the request has been reviewed.
You can request account statements directly from the Finance section by selecting a company, choosing a date range, and sending the statement to your email. If you manage multiple accounts, use the Customer Accounts filter to switch between companies and ensure you’re viewing the correct financial data.
If you can’t see your finance information, check that the correct invoice account is selected in your profile or customer filter. If any details appear incorrect or you need help, use the Support option in the menu and the team will assist. To dispute an invoice, submit a request through Support and someone will follow up with you directly.
FLEET & ASSETS
Access the Assets section from the top menu to view and manage your fleet in one place. The asset list shows key details such as machine ID, model, hours, location, last reported status, and connection status, helping you quickly understand which machines are active, connected, or need attention.
Click any asset to open a detailed view with key information including machine details, operating hours, location, warranty coverage, alerts, and supporting documents. The Summary section highlights critical information at a glance, while additional tabs provide deeper insights into fault codes, service history, and warranty status.
Assets display fault codes grouped by severity (high, medium, low), along with recent fault activity to help identify issues early. Critical alerts may trigger notifications for important faults, allowing you to take action quickly, request service, or review recommended actions directly from the asset view.
The Service tab shows all maintenance and repair history for the past two years, including service dates, call numbers, and hour meter readings. You can export service history as a PDF or request a new service directly from the asset page by selecting Request Service, choosing field or workshop service, and submitting details for follow-up.
The Warranty tab shows whether your asset is active, expiring, or expired, along with coverage details such as expiry date and remaining hours. HD360 will notify you ahead of expiry (based on time or usage), and you can request warranty assistance or enquire about extending coverage directly from within the platform.
The New Purchases view allows you to track recently ordered machines through each stage, from order confirmation to delivery or pickup. You can filter by progress stage or machine model, and open any item to view delivery estimates, progress updates, and related documents.
Connected assets provide live data such as location, usage hours, and fault codes. If an asset is not connected, you can request connection directly from the asset view. Connected machines appear on the map view, allowing you to track asset locations and nearby branches.
If your asset data is missing or not updating, the machine may not be connected or reporting — use the Support option to request assistance. If you can’t find an asset, search by serial number or asset ID, or contact support to verify access. Connection status indicators show whether an asset is reporting (green), inactive (orange), or not connected (grey). For any discrepancies, service history issues, or incorrect asset details, contact Support and include the asset information for faster resolution.
