Portal Audit for Home-services companies · $500

Find out what your licensing and warranty portals are holding.

We read permits, licence renewals, warranty claims and manufacturer rebates across every portal you log into, phone the offices that won't answer in writing, and hand you one list of what's pending, what's about to lapse, and what's stuck.

Read-only · 3 business days · credited to your first month

Or set it up yourself, free and watch your first system this morning.

Portals we read for home-services companies
city permit portalsstate licensing boardsmanufacturer warranty systemsrebate portals

Not an exhaustive list — tell us which ones you actually log into and those are the ones we read. The audit’s first job is telling you which of them we can work and which need the phone. What the waiting costs you today: a rebate that expired in a manufacturer's portal while the job was already paid out.

What “stuck” looks like for home-services companies

Three of these are probably true right now.

  • A licence renewal whose window opened, with a late fee attached to the day it closes.

  • A manufacturer rebate approved and payable, unclaimed because nobody logged in.

  • A permit for a job you finished, still open on the city's system and blocking the next one.

None of them send you an email. That is the whole problem, and it is what the audit reads 4 systems to find.

What lands in your inbox

Six things, on one page.

Everything pending, per portal, with its age

One list, sorted oldest first, across every portal you connected — not one tab per system that you reconcile yourself.

Everything that lapses or expires in the next 60 days

Renewals, certificates, and anything with a date on it that is coming at you.

Everything stuck, and who it is stuck on

Submitted-and-silent, waiting on you, waiting on them. The three piles behave differently and the fix is different for each.

What we could NOT read, and exactly why

A portal that blocked us, an operator that refused the sub-user, a login that wants a code only your phone gets. Named, per portal, with the reason.

Every reading we are not confident about, flagged as such

An unflagged wrong answer is worse to you than no answer. Anything we are unsure of arrives marked unsure.

The answer to whether we can work for you at all

Portal failure is not random, it is per-portal: a portal we can operate we can operate every morning, and one we cannot never becomes workable by trying harder. The audit is how you find that out in three days instead of three months.

How it runs

Three steps, and one of them is ours.

  1. 1
    You add us as a named sub-user

    Add us as a named sub-user on the portals you want read — the way you would add a new hire — with read-only permissions if the portal offers them. A few minutes per portal. We never ask for a shared password, and if you offer one we'll say no — most portal agreements forbid handing a login to a vendor, and we're not going to be the reason yours gets read closely.

  2. 2
    We read everything, and phone what won't answer in writing

    A portal that tells us in writing, we read. One that won't — or that's down, or that only says "pending" — we call, on your behalf, as your authorised sub-user. That second half is the part nobody else does, and it's why the list comes back complete instead of mostly complete.

  3. 3
    You get one list, inside 3 business days

    Not a dashboard to log into and learn. One document, sorted oldest-first, that you can read on your phone and hand to whoever works it.

What it will not do

The limits, before you pay.

Fair questions

The ones we’d ask.

Can you change anything in our portals?
No, and not as a policy — as a limit. The audit reads. It does not submit, approve, file, or cancel anything. If your portal offers read-only permissions for a sub-user, use them; the audit works exactly the same.
Why won't you take a shared login?
Because your agreements almost certainly forbid it. Insurance carriers say it outright — EMC's terms prohibit sharing credentials "with any other individual, including anyone employed through a third-party vendor" — and most other portals say the same in substance. A named sub-user is the mechanism these systems actually built for this, and it's the one we use.
How do we get rid of you?
Remove the sub-user in the portal itself. You don't ask us, you don't wait for us, and you don't take our word that it worked — the access is yours to end, in a system we don't control. That's deliberate.
What if you can't read one of our portals?
Then the report says so, names the portal, and says why. This is the single most useful thing the audit tells you: whether we can work for you at all. A portal we can read, we can read every morning; one we can't never becomes readable by trying harder. Finding that out in three days is the point.
Is the $500 on top of a subscription?
No. If you start with us within 30 days of the report, the full $500 comes off your first month. If you don't, you keep the list and we're done — there's nothing to cancel.
Do you actually know home-services companies?
The reading and the calling work the same everywhere — that part is not industry knowledge, it's a browser and a phone line. What is specific to you is which portals matter and what counts as an answer, and that's what the audit establishes on your actual city permit portals and state licensing boards accounts rather than in a sales call.
Also built for

One list. 3 days. Nothing touched.

$500, and it comes off your first month if you carry on with us.

Read-only · named sub-user, never a shared login · revoke it yourself, any time