Skip to main content
The HeyZack Partner Portal gives you everything you need to run your smart home installation business in one place. This guide walks you through signing in for the first time and completing the core workflow so you can start managing real jobs straight away.
Your partner account is created by HeyZack when your partner agreement is activated. You will receive your login credentials by email. If you haven’t received them, contact your HeyZack account manager before continuing.

​
Sign in to the portal

1

Go to the sign-in page

Open the HeyZack Partner Portal in your browser and navigate to the sign-in page. You’ll see the HeyZack logo and a form asking for your email and password.
2

Enter your credentials

Type the email address and password that were sent to you when your account was activated. Click the eye icon next to the password field if you want to check what you’ve typed.
3

Click Sign in

Click Sign In. If your credentials are correct, the portal redirects you to the dashboard.
If this is your first time signing in, the portal may prompt you to set a new password before you can continue. Follow the on-screen steps to create a permanent password. See Reset your password on first login for details.

​
What you see when you first log in

After signing in, you land on the Dashboard — your operational overview for the day. Here’s what you’ll find:

KPI summary

At-a-glance metrics for leads, active installations, completed jobs, and revenue for the current period.

Upcoming installations

A list of jobs scheduled for the next few days, with the assigned handyman and status for each.

Partner tier

Your current partner tier and progress toward the next tier based on monthly revenue.

Recent activity

A feed of recent updates across leads, customers, and installations.
The left sidebar gives you access to every section of the portal: Leads, Customers, Installations, Handymen, Inventory, Reports, and Settings.

​
Your first workflow

Follow these steps to complete the core partner workflow from new inquiry to scheduled job.
1

Add a lead

When a potential customer contacts you, create a lead to track the opportunity.
  1. Click Leads in the sidebar.
  2. Click Add Lead in the top-right corner.
  3. Fill in the customer’s name, contact details, and any notes about what they’re interested in.
  4. Set the lead status to New and click Save.
Your lead now appears in the pipeline. As you progress through quoting conversations, update the status to reflect where things stand.
Use the Kanban view to drag leads between statuses as they progress. Switch between Kanban and list view using the toggle at the top of the Leads page.
2

Add a customer

Once a lead converts — meaning the customer agrees to move forward — create a customer record for them.
  1. Click Customers in the sidebar.
  2. Click Add Customer.
  3. Enter the customer’s full details: name, email, phone, and address.
  4. Click Save.
The customer record stores their contact information and builds a history of all installations linked to their account.
3

Schedule an installation

With a customer record in place, you can schedule the installation job.
  1. Click Installations in the sidebar.
  2. Click Schedule Installation.
  3. Select the customer from the dropdown.
  4. Choose a date and time for the job.
  5. Assign a handyman from your team.
  6. Add any notes about the job scope or site requirements.
  7. Click Save.
The installation appears on your calendar and in the assigned handyman’s schedule.
Your handyman must already be registered in the portal before you can assign them to a job. Go to Handymen in the sidebar to add team members.

​
What to do next

Now that you’ve completed your first workflow, explore the rest of the portal:

Manage your leads

Learn how to work the full lead pipeline, from first contact to closed deal.

Track installations

See how installation statuses work and how to keep jobs moving.

Order devices

Browse and order smart home devices through the integrated storefront.

Understand your dashboard

Get the most out of the KPIs, charts, and partner tier tracking on your dashboard.