Homeowners
Manage your clients and their portal access.
Last updated September 9, 2026
Add a homeowner
Create a client record and connect them to their home.
How homeowners access their portal
Find the portal controls for the right property, then copy, send, or resend its secure link.
Store private homeowner attachments
Keep contracts, proposals, authorizations, insurance, and property documents on the private client record.
Ready to get your evenings back?
Run your next real visit on NestWatch and watch the report draft itself. 14 days free, no credit card required.
Set up in an afternoon. No contracts. Cancel anytime.