Customer portal

Get started as a customer and understand the portal screens.

6 articles

• Connecting Your Account to a Service Provider →When a service provider invites you to ServiceVisit, they send you a claim code. Entering that code links your account to the provider, so their invoices, estimates and messages appear when you sign…
• Managing Your Providers and Saved Cards →The My Providers page lists every provider you are connected to. For each one you can send a service request, start a message, see your service activity, manage the cards that provider has saved, or…
• Messaging a Provider and Getting Support →Your customer account has two places to ask for help. Messages is a chat with a provider you work with, for questions about your own service. Support is for the ServiceVisit team, for questions about…
• Setting Up Your Customer Account on First Sign-In →The first time you sign in to a new customer account, ServiceVisit asks you to choose a subscription plan. If the plan has a monthly price, you then pay through a secure payment page. You can also be…
• Viewing Your Findings Reports from an Assessment →When a provider completes an assessment at your property, the findings they choose to share with you appear in My Findings Reports. This guide shows how to read a report, download it and open the…
• What Your Customers Can Do in Their Portal →When a customer links a ServiceVisit account to your business, they get a portal where they can see what you have sent them and act on it, without calling in. This guide explains what they can do…