IMPORTANT: Starting in 2025, the system will likely ask you to update your password or link your email, then once you do that, you will need to use your email as the username going forward!
If you are having issues, we can reset your login so you can start over. Click here to request a reset.
Also, we apologize for how dumb the logo looks at the top.
They won't fix the formatting no matter how many times we ask them to.
CLIENT PORTAL INSTRUCTIONS
Quick Links:
Our Client Portal is for our residential clients only and is hosted by a secure 3rd party, our link will redirect you to the PCI Compliant website.
Commercial clients can contact us directly to set up ACH payments in lieu of checks. We do not accept credit cards for commercial account payments.
If you need to create a new portal account or need us to reset your login, please use the form at the bottom of this page to request a signup link.
Signing Up
We are very excited to let you know about some significant changes to our Client Portal.
The first thing to get excited about is even more security than our previous portal provided. The new portal is also mobile responsive! It will be easy to manage your account right from your phone.
To get started in the new portal, you'll need to make a new account, reset your password and then use your email as the username, OR we can reset your account so you can make a new login. Request a signup link/reset below.
Portal Navigation
HOME TAB:
The home tab will list any open or past due invoices you have and any tickets you have sent in.
BILLING TAB:
This tab will show all open and paid invoices, the portal will not display invoices that had a $0 balance after the work was done. If you need a copy of any $0 invoices, we can email them to you directly.
TICKETS TAB:
This tab shows tickets you send in. We reply to tickets through regular email, so these tickets will likely always show as "open".
ACCOUNT TAB:
You can update your username, password, and email/phone numbers.
You can also click on the saved credit card to edit your info, change your autopay options (PLEASE NOTE: Some services require auto-payment, pre-payment, or payment at the time of service and your card will be charged even if "Autopay" is toggled off.)
PLEASE NOTE: If you add a credit card and do not use it to pay the open balance, you need to tell us. This portal is provided through our scheduling and billing software, and for some unknown and inconvenient reason, it does not tell us when a card is added or updated. Any open invoice that isn't paid by you when you add/update a card will just sit there as open, even after you turn on auto-pay. We know, it's very dumb, we can't do anything about it.
IMPORTANT: If you are a client with regular maintenance services or have open invoices, and remove your card without informing us, we will require pre-payment on any future services.
EMAIL US:
You can contact us via email by using the green bubble at the bottom right-hand corner of the portal.
You are also free to email us directly anytime from any invoice email you have received.
MAKING A PRE-PAYMENT:
For PCI Compliance reasons, we have removed the option to pre-pay from the portal.
If you need to pre-pay, please reach out and we can run your card from the office for a pre-payment or we can create a temporary invoice you can apply a pre-payment to. We will then move your pre-payment to the final invoice once the work is completed.
PAYMENT LIMIT:
For everyone's safety, we limit transactions to $3,999 in the portal.
If you need to pay with a credit card for larger transactions, please call the office.
We do not accept credit card payments for commercial property monthly installment payments.
CLIENT PORTAL SIGNUP LINK/RESET REQUEST
Please use this form to request a signup link to create a new portal account if you have never created one. If you have an account already and you cannot access it, please use this form and we will reset it and send you a link to make a new login.
If you don't know your portal password, you'll need to use the "Forgot Password" link. We cannot provide your current password to you, we can only reset your account and send you a new sign-up link.
If the email you use in this form is not in our system, we will not be able to send you a client portal link. You must be an active client to create a portal.