Your client account
Your client dashboard keeps requests, projects, messages, and payments in one place.
Overview
Open Overview for a snapshot of open work and next steps. From here you can jump into requests, projects, payments, and support.
Account basics
- Update contact details under Account.
- Verify email and phone when prompted — some features require both.
- Turn on notifications so you do not miss quotes, schedule changes, or invoices.
- Optional: save Properties (addresses / units) if the feature is enabled for your account — useful for property managers and multi-unit owners.
Messaging
Keep conversations with pros in Messages. Guest drafts started from a profile before login survive into your inbox after you sign in.
Integrations
If Customer MCP / Claude connections are available, manage keys under Integrations. Setup guide: Integrations and MCP docs.