How do Home Portals work?

Home Dashboards help improve customer communications

Home Dashboards are a portal into your customer services empowering them to request services, review quotes, update payment information, and more.

Customer Portal - Home Dashboard

The customer portal starts with a simple design showing your contact information along with a request new service button on their home dashboard. Customers with existing services can quickly see upcoming jobs as well as renew any services. 

Request Services

Homeowners can easily request services offered by the assigned professionals. Service not offered will not show to the homeowner.  

Approve Quotes

Once a quote is prepared, Homeowners approve the quote through their portal providing pricing transparency, alignment of expectations of the professional, and a legal agreement for the professional to stand behind if there are any future disputes.   

See upcoming jobs 

Once approved, the service will appear in the Homeowner's dashboard as an upcoming job. 

Update Payment Information For AutoPay

An easy interface for homeowners to update credit card payment information to automate approved services. 

Pay Other Invoices 

An easy way to pay invoices without the autopay feature.

Service History

Homeowner services history provides the ability to see historical jobs and rate the service performed for the professional's continuous feedback as well as managing crews to uphold reputation scores.  

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