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How to Upgrade to a Contractor Plan

You will now learn how to upgrade a homeowner account to a contractor account. Although you can choose the contractor account that works best for you, in this example we will show you how to upgrade to the free Contractor Starter Plan.

Step 1. Log in to your account as you usually would. Next, go to Settings > My Customers.

Step 2. You will now get a prompt to select an upgrade. Please click Select this plan on your desired plan. 

Step 3. Fill out the Contractor Details.

 

TIP: If you want customers in your area to have the ability to select you as their contractor, please select "I want my details listed online so customers can find me."

Finally, click OK. You will then be directed to your Contractor Portal. There, you can manage your customers and use the contractor options. For more information about Contractor Plans, click here.

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