Create your profile
Register with your email and a password, then add the name, business and optional contact details or image clients should see.
PROFESSIONAL CLIENT CARE
Give every client a home-maintenance handoff that keeps helping.
Build a climate-aware plan around the systems in your client’s home, keep your professional information attached to future reminders, and include the provider contacts you already trust.
$10 per month. Unlimited client plans while your subscription is active. Cancel at any time.
HomePlanzaClimate-aware home-care remindersA maintenance task is due.
HEATING & COOLINGReplace or inspect the HVAC filterClear guidance and a recommended date arrive automatically.
PROFESSIONAL RECOMMENDATIONSummit View Realty recommends Trusted Heating Co. for heating and cooling.Linda Garcia · 555-248-0173 · trustedheating.exampleNote from Sarah: Ask for Linda or Greg.
Unlimitedclient plans while active
Your brandon client reminder emails
Your providersmatched to relevant work
One dashboardfor handoffs and preferences
HOW IT WORKS
A guided setup first. Client tools when you are ready.
Create your password, complete one focused setup, and activate the $10 monthly subscription when your profile and recommendations look right.
Add provider contacts
Use the service checklist to enter private names, companies and contact details. You can leave any service blank and return to it later.
Activate your account
Review the email-card preview, start the $10 monthly subscription through Stripe, and receive a clear confirmation when the account becomes active.
Build client handoffs
Create a plan around your client’s home and send it for review. Reminders begin only after the homeowner accepts, and their private home record remains theirs.
PRIVATE PROVIDER RECOMMENDATIONS
Keep the contractor relationships your clients already count on.
Enter the provider or point of contact you want clients to receive for each home-service type. When a client reminder or weather alert matches that work, the email can present the contact as your recommendation.
- Add a company, individual contact or both
- Include at least one phone number, email address or website
- Save multiple contacts for a service and choose up to three for each client plan
- Add an optional private note of up to 75 characters
- Preview the recommendation exactly as it will appear in client emails
PROFESSIONAL RECOMMENDATIONSGreenway IrrigationLinda Garcia · 555-248-0173greenway.example Trusted Outdoor Careservice@trustedoutdoor.exampleNote from Alex: Ask for Jordan.
Evergreen Realty recommends these contacts for sprinkler winterization:
These private contacts are supplied by the professional, shown only to that professional’s clients, and remain separate from the public directory and paid advertising.
SEPARATE PROFESSIONAL DASHBOARD
Everything you need to keep client handoffs moving.
Create new plans, check whether a client is still waiting to review, resend an invitation, update the professional card clients see, manage private provider contacts and handle billing.
Client handoff statusProfessional email-card previewPrivate contacts by servicePer-client recommendation choicesPassword sign-in with secure recoverySubscription and billing portal
$10 PER MONTH
Create my professional accountA helpful way to keep in touch with your clients after handing over the keys.
Create as many client plans as you need while your subscription is active. The homeowner planner and homeowner dashboard remain free for your clients forever.
Read the Professional Account FAQ