ecobee

Contractor Portal overview

ACTIVE ALERTS

Branded Alerts And Reminders – The ecobee Contractor Portal allows you to upload your business information and logo so that it appears on your customers alerts and reminders, keeping your company top of mind.

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EQUIPMENT DETAILS

Equipment Details At Your Fingertips - The “Equipment Details” view allows you to see the make and model of your customers HVAC equipment. This feature was designed to ensure you arrive at your appointments with the parts you need to get the job done fast.

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HVAC REPORTS

Know Your Customers HVAC Performance – Your customers detail “HVAC Reports” are accessible through your Contractor Portal. These reports allow you to conduct remote diagnostics and troubleshooting, resulting in superior customer service.

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SPECIALS

Promote Your Brand – Communicate specials and promotions to your clients, and increase your web traffic by adding the ecobee login portal to your company’s webpage. Your customers can access their personal web portal whenever they need to, right from your website.

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SERVICE REMINDERS

Scheduled Service Reminders – The new “Service Reminder” tool allows you to set branded service reminders for your customers. This will help deepen your customer relationships, protect your annual service agreements and efficiently schedule your service appointments.

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MAP VIEW

Plan you Service Calls More Efficiently – Map out your scheduled routes more efficiently by using the new interactive “Map View” tool. Sort-able by alert type, by reminder and by client, this new application is sure to save you valuable time and resources.

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