HOMEE

Jessica Clarke

Learn how as an Admin, Dispatcher and Technician to navigate Pro Portal and manage HOMEE jobs/claims.

Pro Portal

Get started with Pro Portal by logging into the dashboard through your web browser

How to Login

If you forgot the password you used for your Pro Portal account , no worries. Here's how to retrieve your information..

How to Reset Your Password

Login

Before you can change a job status you will need to schedule your Inspection.

How to Schedule an Inspection

After your estimate is approved you will need to schedule the repair job.

How to Schedule a Repair Job

How to reschedule a Repairs Job or Inspection in Pro Portal.

How to Reschedule a Repair Job or Inspection

Every Inspection and Repair job has to have a technician assigned.

How to Assign a Technician

Reassign a Inspection or Repairs job to a different technician

How to Reassign a Technician

How to View Details of a Job/Claim

When working on a repair job you will need to complete your job by submitting some information to HOMEE.

How to Complete a Job

Job Management

If you have or work for multiple companies, this article will show you how to switch between your company views in Pro Portal

How to Switch to View Another Company

How to update your Company information on the Company's Page

How to Update Company information

To change or update a bank account for your company

How to Add or Update Bank Account

To let HOMEE know you are at capacity you can set your company to not accept jobs.

How to Set My Company to Accept or Not Accept Jobs

Let HOMEE know what your company's capacity is to take jobs/claims.

How to Set My Company's Capacity

Where your list of employees are for your company.

How to View My Employee List

Manage your list of employees to be able to assign jobs to them.

How to Add or Remove an Employee

Change a role on for one of your employees.

How to Change a Role for an Employee

Company Management

How to submit an estimate for an Inspection Job

How to Submit an Estimate

This article will outline how to upload a Xactimate or Symbility estimate

How to Upload an Estimate

Submitting Estimates

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company.

Tickets portal.

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