We've released three major updates to the client portal and Partnership program.
🎛️
Enable Partnerships on a Per-Service level
- You can now select which partnership offers to show by default on the client portal in Service settings.
- For example, you can turn off home insurance offers for all Commercial or Re-Inspection services.
- Learn more here: Enabling Partnership Offers
🚫
Decline Offer button added
- Clients have a button to 'decline' partnership offers in the tasks menu.
- Please note: Clients always had the ability to dismiss or ignore an offer.
🌎
Location limitations for Partnership program
- You can no longer enable partners that are not active in your state (determined by company information).
- This prevents your clients from submitting a request for a service that cannot be fulfilled!
- The partnership program is currently only available for US-based inspection companies.