Client/Agent Portal
Overview of features in the portal
- Client Portal View (User experience): Journey, Timeline, and Start Your Move In
- Report Skin (User experience) — Journey, Timeline, Start Your Move InThis article explains the client experience on the job page: the Progress (inspection journey), the Timeline in the sidebar, and the Start Your Moving Plan section. Use it when explaining the portal to clients, troubleshooting what they see, or training staff on the client experience.
- How to Create a Repair ListThis article is for internal staff. It describes how the client (and agent, when they use the same job link) create a repair list in the client portal: where they start, what they see at each step, and what happens after. Use it when explaining the flow to clients, troubleshooting missing sections or quote requests, or training staff on the client and agent experience.