PROFESSIONAL DASHBOARDTEAM LEAD
Welcome, professional.
Manage client handoffs and the recommendations connected to your professional account.
PLAN CREDITS— available
Loading your credit balance…
Build a personalized maintenance handoff.
Answer the detailed home questions, review every recommended reminder date and send the homeowner a complete plan to accept.
Create a client planConnect the right provider to the right reminder.
Enter the provider contacts you already refer under each relevant service. Future client emails use those private selections when the reminder or weather alert matches.
Homeowner privacy stays intact. This dashboard shows plan handoff status only. It does not expose a homeowner’s private dashboard, maintenance history, equipment, files, recipients or completed work.
Loading your client inbox…
CLIENT PLAN HANDOFFS
Create another planPlans prepared from this account
See whether a homeowner is still waiting to review or has accepted. Accepted plans remain listed as a handoff record, but the homeowner controls them.
Team leads can create client plans, too.Use any currently available credits in your team-owner balance for your own clients, or allocate credits to team members from Team Management.
Loading client plans...
PLAN CREDITS
Your current balance and credit history.
Credits are spent only when a new client/home plan is successfully created and permanently saved.
Credit History
Every grant, purchase, transfer, consumption and expiration is recorded.
Loading credit history…
TEAM & BROKERAGE
Share plan credits without exposing private client records.
Team owners can allocate credits and see aggregate usage. Homeowner names, addresses, plan details and private dashboards remain isolated to the professional who created them.
No team loaded yet.
You can start a team without changing your subscription, Credit Year or existing credits.
PREFERRED PROVIDERS
Your own trusted network of home service providers, sent to your clients when the need arises.
Start by adding your recommended maintenance providers to be shared with clients through their personalized maintenance reminders. Then, when you're ready, add your recommended home project providers to be shared with clients who create plans through My Projects.
Your team’s recommendations are available.Shared providers are used when you have no personal list for a service. Customize any service to make it your own.
View/Edit Maintenance ProvidersJump directly to any service and add or edit its preferred providers.⌄
Loading services...
Loading maintenance provider questions…
Loading project service groups…
PROVIDER EMAIL ACTIVITY
See where your network is helping clients.
Review recommendations included in successfully sent maintenance reminders, weather alerts and My Projects guidance emails across all your client plans. Expand a provider to see each client’s counts.
Open this tab to load provider email activity.
ANNIVERSARY EMAIL
Stay present with thoughtful, automatic home care.
Manage your evergreen Home Anniversary note and review how often your preferred providers appear in emails sent for your own client plans.
Your once-yearly note to clients
Write one warm, evergreen message. HomePlanza adds it to each eligible client’s anniversary email with your current photo, company, and contact details. Keep it personal and service-oriented—not promotional.
Client home dates
Add or correct a purchase or closing date. The homeowner can turn anniversary emails off, but cannot edit your message or the email content.
Loading client anniversary settings…
HOMEPLANZA REFER & EARN
View program detailsRefer professionals. Build income that grows with you.
Your Professional and Affiliate roles share one identity. No second password is required.
Join HomePlanza Refer & Earn
Enroll to claim a permanent referral link, track qualifying professionals, and complete Stripe payout setup.
Referral reward
Eligible professionals receive a one-time plan-credit bonus after their first successful qualifying payment: Core +1, Plus +2, Growth +4, Scale +7, or Premier +15.
Permanent attribution
When a professional first visits through your link, that introduction is saved for 180 days so another Affiliate link cannot replace yours. Starting a Professional account then locks the referral relationship to that account.
Up to 50%
Your commission tier rises with Active and Lifetime Qualified referrals. Quarterly bonuses reward current Active totals.
PROFILE & BRANDING
Control the professional card clients see.
Only your first name is required. Add the details you want clients to see in their homeowner dashboard, reminder emails and weather alerts.
LIVE HOMEOWNER DASHBOARD PREVIEW
Your complete client connection card.
This preview uses the same layout and actions as the card in your clients’ homeowner dashboards. Profile edits appear here as you type; save your profile to publish them.
BILLING & SECURITY
Your subscription and sign-in options.
Choose from five professional plans. A-la-carte plan pricing follows your current plan and does not change your recurring subscription.
Professional subscription
Loading status...
Change password
Use your account email and password whenever you sign in. Changing it here signs other devices out for your protection.
Forgot your password?Change login email
Your new address must be verified before it replaces the current login email. For security, you will also enter your current password and your existing email will be notified after the change.
You’re officially subscribed.
Your Professional account is ready. Your plan credits are now shown on the dashboard, where you can create client plans, buy one-time credits, manage recommendations and adjust future recurring capacity.
Buy additional plan credits.
Core a-la-carte plans cost $15 each, do not change your recurring subscription and expire 12 months after purchase.
Your total one-time cost:$15Schedule your next subscription settings.
Changes take effect only on your next normal renewal date. No immediate recurring credits are added.
$18per month
Core includes 1 credit/month and $15 a-la-carte plans.
Send a secure team invitation.
Enter the email address they will use for HomePlanza and choose how many plan credits to reserve. The member enters their own name and profile details after opening the invitation.
Confirm a major account change.
This does not happen immediately.The selected member must explicitly accept and have an active HomePlanza subscription/payment method. Until they accept, you remain the team owner.
Your credits are ready.
Add the providers you trust.
Provider setup is managed from your Professional Dashboard, so it never holds up account activation.
1Open the Providers tab.
2Choose View/Edit All Preferred Providers to add or update recommendations.