← Professional DashboardCLIENT PLAN BUILDER
Build a maintenance plan around your client’s home.
Answer the home questions, review every proposed reminder and send your client a complete plan to explicitly accept. Your professional profile and preferred-provider settings are connected automatically.
Nothing activates automaticallyThe homeowner sees a full review before accepting.You receive the acceptance noticeHandoff status also stays visible in your Professional Dashboard.The homeowner owns the recordTheir private dashboard and maintenance history stay private.