Set up Customer App Access

Gary Hawton

Last Update ۴ روز پیش

The Customer App (Home Watch IT Access) allows your customers to access their account, update contacts, see reports and schedules, view and update in residence entries, actions, invoices, and communicate directly with you.


To turn on access to the app, navigate to the Preferences Screen and select Portal. Toward the bottom select HWIT Access Customer App.

Note that while this app is in Beta Test you will not be able to Activate it yourself from the Settings Screen -- please send an email to HWIT to request access. You will be able to update other settings on the screen (such as communications active).

First, turn on Access availability. Once that is turned on, all of the standard portal options will also hold true for the app itself.  In other words, the app and the portal will have the same functionality depending upon the settings you have here.


Once the above is set, your customers will have the ability to log into the Customer App with their existing email address, so long as you have portal access turned on for them. Note that the access is by contact, so you can easily have multiple parties on a property each have their own individual access. 

Important:  You cannot log into the Customer App using the same email address as your business -- your business email is only for the Home Watch Company applications. If however you wish to log into the Customer App in order to try it out, you can do so by adding yourself as a Contact to any customer (test or otherwise) and use an email address other than your business email. 

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