Customer Portal
Your project, documented and accessible
Everything connected to your system in one secure account — with role-based access so household members, property managers, and our team each see what they should.
Inside the portal
What customers can do
Portal login is not yet connected. Accounts will be issued after your agreement is signed.
Proposals & e-signature
- Review options side by side
- Sign electronically
- Version history retained
Payments
- Deposits and progress payments
- Receipts and invoices
- Processed by [PAYMENT PROCESSOR]
Project tracking
- Stage-by-stage status
- Permits and inspections
- Installation photos
Documents
- Commissioning report
- Manuals and warranties
- Upload requests in one place
Service history
- Maintenance visits and reports
- Support tickets
- Monitoring links
Referrals
- Share your referral link
- Track referral status
- Program terms: [DEFINE]
Security
How accounts are protected
- Role-based permissions per account
- Encryption in transit and at rest
- Automated backups and audit history
- Least-privilege access for staff
Needs verificationPortal implementation: enable secure accounts and connect [CUSTOMER PORTAL] plus [PAYMENT PROCESSOR] before launch. Do not collect sensitive financial data outside the processor.
Portal content reflects documents and records as issued. In case of conflict, your signed agreement and the manufacturer's warranty terms control.
Not a customer yet?
Start with an assessment; portal access is created when your project begins.