Client Portal
In the top right corner, we will see a grid icon. Clicking on it will reveal three options. The first option is the “Account Settings”. Depending on your ro...
Thu, Nov 30, 2023 at 9:03 AM
The first screen you will land on is the “Work Orders” screen. The list is sorted by “Start date” by default, but you can make use of the various filters t...
Thu, Nov 30, 2023 at 9:02 AM
After the management company sets up your account on Salesforce, they will send you an onboarding email. This email will include a link that leads to your c...
Thu, Nov 30, 2023 at 9:04 AM
Once you have successfully completed the enrollment process, you'll gain access to the portal using a specific username and password. To get started, en...
Thu, Nov 30, 2023 at 9:05 AM
Once logged in, you will be directed to the “Work Orders” screen where you can find an overview of your current jobs. From there, select the "Request S...
Thu, Nov 30, 2023 at 9:06 AM