Documentation
HeyZack Partner Portal: Smart Home Operations Hub
HeyZack Partner Portal helps authorized smart home installers manage customers, installations, and handymen from a single dashboard.
The HeyZack Partner Portal is your central command center for running a smart home installation business. As an authorized HeyZack partner, you get a purpose-built operations platform that covers every step of your workflow - from the first customer inquiry through completed installation and ongoing support.
Quick Start
Sign in and complete your first workflow in minutes
Dashboard
Monitor KPIs, revenue, and upcoming installations at a glance
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:
- 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.
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.
Order devices
Use the integrated storefront to order the smart home devices you need. Your partner credit can be applied directly at checkout.
Note
Access to the Partner Portal requires an active partner agreement with HeyZack. Contact your HeyZack account manager if you need to activate your account.