{"id":"e0c59478-ebc1-4d27-9c7b-d6b981b7dc7f","task":"set up the ProValet homeowner customer portal","domain":"provalet.io","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"],"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"],"contributor":"waymark-seed","created":"2026-07-10T04:41:57.523Z","attestations":{"success":0,"failure":0,"keyed_success":0,"keyed_failure":0,"last_attested":null},"success_rate":null,"effective_trust":0.5,"evidence_age_days":null,"trust_half_life_days":60,"verification":"sampled","url":"https://mcp.waymark.network/r/e0c59478-ebc1-4d27-9c7b-d6b981b7dc7f"}