What your customer sees: equipment, filters and visit reports
After the first maintenance visit, the homeowner app shows every unit with photos, model, serial, age and manual, their filters, their plan and each visit’s report.
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Step 1: Equipment & filters
In the homeowner app, My Home → Equipment & filters lists every unit you recorded, labeled with your company name: photos, make and model, serial, age, room, filter size, last service and the manual.
Step 2: Plan and visit reports
They see their plan, its visits (done and coming up) and each visit’s report in plain words. Needs-attention items are at the top, each with a Get a quote button that sends you a service request.
Step 3: Home Book and floor plan
Each unit is also in their Home Book and, when they have a floor plan, it’s a marker in its room. For example, seven air handlers in an attic mechanical room show as seven markers there.
Step 4: Filter delivery (coming soon)
Get filters delivered is a Compendium service: the homeowner signs up in the app, and we ship their filter sizes 1 or 2 weeks before each maintenance visit, or on a schedule, charged to their card with us. They manage or cancel it with us in the app. You see that it’s active and earn a share of each shipment. It shows Coming soon until it launches.
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Questions about this
What if the homeowner isn’t connected to us?
Invite them from the customer page. Once they’re connected, everything you’ve recorded shows up for them.