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
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.
$5 per month. Unlimited client plans while your subscription is active. Cancel at any time.
Create your password, complete one focused setup, and activate the $5 monthly subscription when your profile and recommendations look right.
Register with your email and a password, then add the name, business and optional contact details or image clients should see.
Use the service checklist to enter private names, companies and contact details. You can leave any service blank and return to it later.
Review the email-card preview, start the $5 monthly subscription through Stripe, and receive a clear confirmation when the account becomes active.
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.
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.
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.
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.
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