How do I set a passcode for my homeowner link?

To allow your homeowner to view the Punch List and submit requests, they must first have a passcode. To create one, simply enter a passcode in the “Homeowner View” text box then click the save button to finalize your passcode.

NOTE: You must have at least one task created in order for the Homeowner view and trade view to function properly.

Giving your homeowners access

Once you’ve created a passcode for your homeowner, you have 3 options to send the link:

Email - Clicking this will open your email app with a pre-written message ready to send.

Text - This will open your messaging app with a pre-written message ready to send.

Copy Invite - This copies the pre-written message to your clipboard so you can paste it wherever you need.