This guide walks you through creating your Service Pro account, choosing a plan, verifying your email and filling in your company profile. It takes about 10 to 20 minutes, most of it on the company profile.
Before you start
- Make sure you are on the Service Pro sign-up page. The heading says Register as a Service Pro. Landlord and tenant sign-ups are separate pages.
- Use an email that does not already have a DigitalTenant account. One email can only have one account.
- Have these details ready: your first and last name, email and a 10 digit company phone number.
- Company details: company name, company email, type of company (LLC, Sole Proprietor, Corporation or Other) and your 9 digit SSN or EIN.
- The services you offer, your years of experience and your typical response time in minutes.
- Your business address (or confirm you have no physical location), the area you serve and your rate range.
- Your insurance details: type, carrier name, policy number, coverage amount, expiry date and at least one proof of insurance document, such as a PDF or photo of your certificate of insurance.
- Optional: your logo, a banner, business hours, certifications and photos of recent work.
- A card, if you want the paid plan.
1. Create your account
Go to the Service Pro login page and click Register Now!. Fill in the Register as a Service Pro form:
- First Name and Last Name
- Password: at least 8 characters, with at least 1 number and 1 uppercase letter
- Confirm Password: must match your password
- Company Phone number: exactly 10 digits, no country code
Tick I agree to all the Terms & Conditions and Privacy Policy, then click Create account. You will see SignUp Successful and move to the plan page.
2. Pick a plan
- Choose a Billing Period: Monthly or Yearly. Yearly billing saves you 20%.
- Pick a plan:
- Service Pro Lite: click Get Started Free. It starts right away and no card is needed.
- Service Pro Standard: click Get Started, enter your card in the checkout window and pay. You will see Subscription created successfully!.
- Use the Compare Plans table below the plans to see what each one includes.
Internal Tasks, Mileage, Employees, Employee Roles and the Mileage and Employee reports are only on Service Pro Standard.
3. Verify your email
When you first enter the app, you will see Almost there! and Verify your email address. The rest of the app opens once your email is verified.
- Click Verify Email. We send you a verification email.
- Open the email and click the link.
- If you typed your email wrong, click Change Email, enter the right one, and we will send a new verification email.
4. Complete your company profile
After you verify your email, the COMPANY PROFILE SETUP window opens. It has 6 steps. Use Next and Previous to move between them. Each step is saved when you click Next, so if you leave, you can pick up where you stopped. The window stays open until you finish.
Step 1: Company Details
- Company Logo and Company Banner (optional). The banner should be a wide image, up to 5 MB.
- Company Name and company Email. The company email can't already be used by another company.
- Company Phone No (optional, 10 digits)
- Type of Company. The Select Tax Id type is picked for you (SSN for Sole Proprietor, EIN for the others). You can change it.
- SSN or EIN: 9 digits. It is stored encrypted.
- Position, Services (at least one), Experience and Response Time in minutes (up to 1,440, which is 24 hours)
- Why Choose Us (optional short points) and About the company
Step 2: Business Hours (optional)
Turn business hours on, Set your Timezone, then switch on each day and set your times, or tick 24 hours. Use the ⋮ menu on a day to copy its hours to Weekdays or Every Day.
Step 3: Business Address
Enter your Business Address, City, State and Zip code, or tick My business does not have a physical location?. Set your Service Area (0 to 30 miles) and, if you like, your Rate per hour range.
Step 4: Insurance Information
All fields are required: Type of insurance, Insurance provider/carrier name, Policy number, Coverage amounts, Insurance Expiry, and at least one file under Insurance Documents. You can't move past this step until a proof of insurance document is uploaded.
Step 5: Certifications (optional)
Pick a Certification Title and upload files under Upload Certifications, or click Next to skip.
Step 6: Recent Work (optional)
Use Upload Recent Work to add photos for your portfolio, then click Complete.
5. You're set up
You will see Your Information Saved Successfully. Click Go to Settings to open Settings → Company Information, where you can edit your details at any time. Landlords can now find you and send you connection invites, which arrive under Customer Queries.
Good to know
- If Create account does nothing, make sure the terms box is ticked.
- If you see User already exists, that email already has an account. Log in instead, or use Forgot Password? on the login page.
- Can't find the verification email? Check your spam folder, or click Change Email if the address is wrong.
- If you see Please fix the validation errors before proceeding., look for red messages under the fields on that step.
- On Service Pro Lite there are limits on service categories and portfolio photos. If you reach one, a pop-up explains it and offers to take you to Settings → Subscription.
- If you see Module Not Found on Tasks, Mileage or Employees, you are on Service Pro Lite. Upgrade under Settings → Subscription.
- If a subscription payment fails, you may see an Account suspended page. Pick a plan on that page to get access back. Your data is kept.
- If you paid for Service Pro Standard but stay on the checkout, please don't pay again. Contact our support team first.
What to do next
- Connect your payout account under Settings → Connected Account so landlords can pay you.
- On Service Pro Standard, set up Employee Roles and add Employees.
- Watch Customer Queries for connection invites from landlords.
Need help?
Email us at support@digitaltenant.com, or use the Help button in the bottom-right corner of your dashboard.