Quick Start
Sign in and complete your first workflow in minutes
Dashboard
Monitor KPIs, revenue, and upcoming installations at a glance
Leads
Track prospects from first contact to closed deal
Installations
Schedule, assign, and track every installation job
Handymen
Manage your field team’s availability and assignments
Orders
Order smart home devices and track deliveries
What you can do with the Partner Portal
The portal brings together all the tools you need to run profitable smart home installation operations:- Lead pipeline — capture inquiries, track quote status, and move prospects through a Kanban board or list view
- Customer records — maintain complete customer profiles with contact details and full installation history
- Installation management — schedule jobs, assign handymen, and track each installation through every status step
- Team management — register handymen, monitor availability, and communicate directly through the portal
- Inventory ordering — browse and order smart home devices via the integrated Shopify storefront and track your deliveries
- Partner rewards — earn tier upgrades and credits as your monthly revenue grows; apply credits to future orders
- Reports — access financial, installation, and customer satisfaction reports to understand your business performance
How the portal works
Sign in
Go to the Partner Portal and sign in with your authorized partner credentials. New partners receive credentials from HeyZack when their account is activated.
Add a lead
When a potential customer contacts you, create a lead in the portal. Track the quote conversation and update the lead status as you progress.
Schedule the installation
Once a quote is approved, schedule the installation and assign one of your handymen. The system tracks every status update through to customer approval.
Access to the Partner Portal requires an active partner agreement with HeyZack. Contact your HeyZack account manager if you need to activate your account.