You're starting fresh — that's fine. This guide walks you through four things you need to do to go fully operational: add vendors, reach existing clients, set a closing process, and notify your subs. Everything takes less than an hour total.
Before you can assign a vendor to a warranty claim, they need to be in your system. Your core vendors are already pre-loaded — verify their contact info is correct, especially phone and email. You'll only need to do this once per vendor.
If a vendor doesn't have an email yet, add it when you can — email is how the app notifies them of claims. Phone-only vendors still get logged; you'll just need to call them manually.
You have existing homeowners who need to know about the portal. Use the templates below to reach out right now — copy and send. Once they register, any warranty request they submit will come directly to you.
Send this to each homeowner — replace [First Name] with their name.
Use this if you prefer email — or send both for better response rates.
Every new homeowner from here on out should be in the system by the time keys are handed over. Here's the process — 3 minutes at closing or within 24 hours of it.
Your subs don't need to log into anything. When a warranty claim is approved for their trade, they get an email with the homeowner's name, address, phone number, and issue description. But give them a heads-up so they're not surprised when the first one lands.
Personalize with the vendor's name and trade. Send to each sub.