How to Create a Repair List

Where the client or agent creates a repair list

Access distinction: Clients and agents cannot access the report from the internal job page. Only internal users (staff) can open the report from the job in your internal tools. Clients and agents access the report only through the portal link provided to them (for example the link you send by email or text). That portal link is their only entry point; from there they may see a job overview in the portal and then open the report, or the link may take them directly to the report, depending on how it is set up.

Repair lists are built from the inspection report. The client or agent does not create a list from the portal job view alone; they must open a completed report first (via the portal link), then add items and save.

• In the portal (job view): When they use their portal link, they may land on a job overview. There they see the Create Repair List section (and the Create Repair List step in the Progress sidebar). If they have no lists yet, the section tells them to view reports to create your repair lists (or that reports are in progress, or that no repair lists were found). If they already have lists, they see each list with a View Repair List button that takes them to the report with the repair list panel open. They do not have access to the internal job page; this job view is only what the portal link shows them.

• Report (via portal link only): When they open View Completed Report from that portal view and open a report, they see the report content and a way to open the Repair Lists panel (for example a floating button or sidebar control). The panel can also open automatically when they arrive via View Repair List from the portal job view (with the repair list view expanded).

So the path for the client or agent is: Use the portal link → (if they see a job overview) open View Completed Report and the report → open Repair Lists → add items from the report → save → (optional) categorize and request quotes.

When the client or agent can create a repair list

• Portal feature: The Create Repair List section only appears if the job's portal features include Repair List (turned on in service settings). If it's off, they won't see the section or the Progress step.

• Permission: Their role on the job must allow repair list (and, if they need to request or view quotes, repair quote as applicable). If a client or agent reports they don't see Create Repair List, check the contact's role and the job's portal features.

• Report ready: They can only add items from a report that is available through their portal link. If reports are still in progress, the portal job view may say Reports in progress – Create repair lists once reports are complete.

What the client or agent does (step by step)

1. Open the report (via portal link only)

The client or agent opens the report only by using the portal link they were sent—they do not have access to the internal job page. Once in the portal, they may see a job overview where they can expand View Completed Report, choose a report, and open it. Alternatively, the link may take them directly to the report. They may also land on the report with the repair list panel already expanded (for example after clicking View Repair List on an existing list from the portal job view).

2. Open the Repair Lists panel and add items

On the report page they open the Repair Lists panel (drawer or sidebar). From there they:

• Add items from the report — Each finding or defect on the report can have an option to add it to the current list (for example an "Add to list" or plus control). They select the items they want on their repair list. Items they've already added may be marked (for example "In list").

• Review and edit the list — In the panel they see the items they've added. They can add notes per item, remove an item from the list, or clear all items. They can also switch between Saved Repair Lists if they have more than one, or start a new list.

• Save the list — When they're ready, they save. They're prompted to give the list a name (for example New Repair List). After saving, the list is stored and they may be taken to the next step (categorization), depending on your company's configuration.

3. Categorize items (if this step is enabled)

After saving, the client or agent may be taken to a categorization page. There they assign each repair item to a category (for example Plumbing, Electrical, General handyman). This step helps when requesting quotes so that the right type of pro is matched. They may see a short explainer the first time. When they're done (and, if required, after confirming or saving categories), they can continue to Request quotes.

4. Request quotes (if available)

From the categorization page (or from the repair list flow in the report panel), they can Request quotes or Get free repair quotes. This typically opens a flow where they:

• Choose a category (or the system uses their categorized items).

• See a list of pros (for example from a partner like Thumbtack).

• Open a request flow (often in a drawer or new step) to submit their repair list or a subset of items to that pro. They may see a View what we send link that shows the exact items and details being sent.

• Submit the request. After submission, quotes may appear over time; when they return to the portal job view, the Create Repair List section will show status such as X/Y quotes received or waiting for quotes.

5. View, share, or export the list

• Portal job view: When they are back in the portal (using their link), the Create Repair List section shows each saved list (name, item count, quote status) and a View Repair List button that takes them to the report with the repair list open.

• Repair list view: They can open a view of a specific list (for example at a link like repair-list/[id]/view). There they may be able to share the list (link with options for repair vs. credit per item) or export it as a PDF, depending on permissions and configuration.

After the client or agent creates a list

• Progress: The Create Repair List step in the sidebar can show as in progress or completed once they have at least one saved list (and, depending on configuration, once quotes are received).

• Section subtitle: The Create Repair List accordion subtitle updates to show how many lists exist and how many quotes have been received (for example 2 repair lists created – waiting for quotes or All quotes received (3/3)).

• Quotes: When quotes are received, they may see them in the repair list section or in the quote-request flow. Statuses (e.g. draft, quotes requested, quotes received, completed) are shown so the client or agent knows what's next.

Important to know (for internal reference)

• Report is required: Clients and agents build repair lists from report findings. They can only reach the report via the portal link you provide—they cannot open the report from the internal job page. If the report isn't published or available through their portal link yet, they'll see messaging that reports are in progress.

• Items come from the report: In the standard flow, repair list items are added from defects/findings on the report. If your company supports adding items not from the report, that may be a separate configuration or feature.

• Quote requests use a partner: Quote requests (e.g. Thumbtack) are handled by an external partner. After the client or agent submits a request, they may leave the portal to complete or view parts of that flow.

• Share link options: When sharing a repair list link, settings may allow the recipient to choose repair or credit (and amount) per item, or the link may be view-only; this is configurable.

• Clear all items: If the client or agent clears all items from the list in the panel, the panel may close; they can open it again to start a new list or add items again.

• If someone cannot see Create Repair List or Request quotes, verify their role's permissions and that the job's portal features (e.g. repair-list, repair-quote) are enabled for that service.

Need help?

• For how to turn on repair list or repair quote for a service: see service or portal settings documentation, or contact your internal admin.

• For client- or agent-reported issues (missing section, no quotes, wrong items): check the contact's role, the job's portal features, and that the report is published and available in the portal. Use your company's standard escalation or support process for payment or partner-related issues.