Your Digital Home Binder
for Every Customer
See exactly what homeowners receive after each job, and how you manage your customer relationships through the Service Provider Hub
The Service Provider Hub
More than just a directory—it's an interactive connection between you, the home, and its systems
What Homeowners See
- Trusted providers by trade with clear labels: "Installed by", "Maintained by"
- Which systems each provider is connected to
- Upcoming maintenance tasks assigned to that provider
- Quick actions to contact, view profile, or manage access
What Providers See
- Properties you serve with upcoming maintenance alerts
- Systems you installed or maintain at each property
- Documents you've uploaded and service history
- Open recommendations and upsell opportunities
Clear Permissions & Access Control
Homeowners decide which providers can see which systems. Providers see only the information they need to service the home. All activity is logged so both sides can see who updated what and when.
After a New HVAC Install
Example: Your Home Comfort Plan from Golden HVAC
Golden HVAC & Plumbing
Your trusted home comfort partner
System Overview
System
Daikin 2-Ton Heat Pump
Model XYZ123
Installed
November 12, 2025
By Golden HVAC
Location
Attic – serves 2nd floor
Expected Lifespan
12–15 years
Maintenance Schedule
Every 3 months – Replace filter
Size: 16x25x1
Every 12 months – Professional tune-up
By Golden HVAC
As needed
Call if you notice unusual noises, ice on outdoor unit, or energy bill spikes
Warranties & Documents
Manufacturer Parts Warranty
Expires: 11/12/2035
Labor Warranty (Golden HVAC)
Expires: 11/12/2027
Install Invoice / Work Order
Startup/Commissioning Report
Owner's Manual
Recommended Future Projects
Seal and insulate ductwork
Timing: Next 6–12 months
Improved comfort & energy savings
Smart thermostat upgrade
Timing: Anytime
Better control & monitoring
Attic air sealing
Timing: Within 2 years
Reduce heat loss
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Frequently Asked Questions
About the Service Provider Hub
Ready to Give This to Your Customers?
See how easy it is to set up branded home care pages after every job