HomeownerQuotes Accept/Decline Quote From Portal 01. Click on Notification 02. Click on Quote number 03. A window with the Quote…AdminNovember 2, 2022
HomeownerQuotes Accept/Decline Quote From Email 01. Open the email from the Service Provider and click on the hyperlink 02. A…AdminNovember 2, 2022
RequestsService Provider Create Request on Marketplace 01. Click on Requests 02. Click on Create New Request 03. Click Show on Marketplace…AdminNovember 2, 2022
HomeownerRequests Create Request 01. Click on Requests 02. Click on Create New Request 03. Uncheck Show on Marketplace…AdminNovember 2, 2022
HomeownerRequests Create Request on Marketplace 01. Click on Requests 02. Click on Create New Request 03. Make sure that Show…AdminNovember 2, 2022
HomeownerRequests Delete Request 01. Click on Requests 02. Click on Request Number that you want to delete 03.…AdminNovember 2, 2022
Active ClientsClients Send Invite to Existing Client 01. Click on Clients 02. Click on Checkbox 03. Click on Batch Action 04. Click…AdminOctober 31, 2022
Active ClientsClients Import Clients 01. Click on Clients 02. Click 'Add New Client' Dropdown Menu 03. Click Example to…AdminMarch 31, 2026
Active ClientsClients Update Client’s Info 1. Click on Clients 2. Click on Client's Name 3. Click on Edit 4. Change…AdminApril 6, 2026
Archived ClientsClients Archive Client 1. Click on Clients 2. Click on the Checkbox 3. Click on Batch Action 4.…AdminOctober 31, 2022