Heyzack Partner Portal: Smart Home Installation CRM

The Heyzack CRM is your central hub for managing every aspect of your smart home installation business. From tracking leads and scheduling installations to paying partners and chatting with your team in real time, everything you need is in one place.

Quick Start

Get up and running in minutes. Create your first installation and invite your team.

Authentication

Learn how to sign in and pass your bearer token in API requests.

Installation Lifecycle

Understand how installations move from draft to customer-approved.

API Reference

Explore the REST API endpoints available to your team and integrations.

Get started in four steps

Sign in to the portal

Navigate to the portal URL and log in with your email and password. If you don't have an account, ask your admin to create one in Settings → Create User.

Explore the dashboard

The dashboard gives you an at-a-glance view of total sales, active installations, new leads, and active partners. Use it as your daily command center.

Create your first installation

Go to Installations and click New Installation. Assign it to a partner and handyman, set a scheduled date, and track it through to completion.

Invite your team

Head to Settings to create user accounts for your managers and support staff, assign roles, and configure which sections each person can access.

What you can do

Manage Installations

Track every smart home installation through its full lifecycle with status updates, notes, and handyman assignments.

Track Leads

Capture and qualify leads from partners using referral tokens. Convert them to customers and orders.

Partner Payouts

Calculate and process commission payouts to your partner network with full audit history.

Team Chat

Communicate with partners and handymen in real time. Every conversation is archived and searchable.

Sales Reporting

Analyze revenue trends, order volumes, and partner performance with date-range filters.

Roles & Permissions

Control exactly what each team member can see and do with granular menu-level permissions.