Steps

Import existing customers, service locations, and schedules into ProValet during onboarding (assisted migration from spreadsheets or other field-service apps)
Enable the free ProValet Homeowner App, which surfaces visit photos, notes, timestamps, invoice/estimate history, and one-tap payments to customers
Turn on customer-initiated service requests so homeowners can request work directly through the app with real-time status tracking
Configure native two-way messaging so technicians and office staff can respond to homeowner messages tied to the specific job/customer record
Verify customers can view service-request history, invoice/estimate history, and submit payments via the Stripe/Plaid-backed payment processing

Known gotchas

The Homeowner App's invoice/payment view depends on ProValet's QuickBooks Online two-way sync being correctly configured first
Convenience fees for card vs. ACH payments are configured separately and apply differently by payment method - verify settings before customer-facing rollout
Vendor-published figures (e.g. reduced call/text volume) are marketing claims from ProValet's own site, not independently audited benchmarks

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set up the ProValet homeowner customer portal

Steps

Known gotchas

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