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Overview

User

Company

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System Settings

Support Directory

Configure the three support channels used across the portal: D2 Group Admin, D2 HVAC Solutions, and D2 Smart Home.

D2 Group Admin

D2 HVAC Support

D2 Smart Home Support

Dispatch & Notification Defaults

These contacts receive membership activation alerts and scheduled visit notifications when a specific technician has not been assigned yet.

HVAC Dispatch

Smart Home Dispatch

Public Membership Links

Share these landing pages with clients. Membership checkout now uses secure backend pricing. Public landing pages no longer depend on direct Stripe plan links.

D2 HVAC Membership Page

D2 Smart Home Membership Page

One-Off Service Payments

Direct Stripe links were removed from this portal to keep the membership setup clean and avoid dormant tools that are not connected to the workflow.

Recommended setup

Membership checkout now runs only through the secure backend flow. If you later want to charge a one-off service, repair, or special visit, the best next step is a dedicated service payment tool with customer name, description, amount, payment status, and a send-to-client action. That keeps ad-hoc charges separate from memberships and prevents confusion inside the admin settings.

Plan Design Studio

Build a cleaner customer journey

Edit plans with automatic term logic, direct customer share links, and live membership summaries. The layout is optimized for clarity, speed, and a premium Apple-style presentation.

Editor Guidance

Membership plans now use the secure checkout API. Direct Stripe links below are optional legacy fallbacks only.
Direct plan links are generated automatically for customer sharing.
Agreement text updates when names, terms, or benefits change.

Entry Plan

Bronze

Monthly membership · 1 scheduled visit

Monthly
Updates header automatically

Core Plan

Silver

6-month membership · 2 scheduled visits

6 Months
Use preset chips or custom months

Premium Plan

Gold

12-month membership · 12 scheduled visits

12 Months
Best place for annual offers

Customer Share Links

Use one company landing page when you want the customer to compare all plans, or send a direct plan link when you want one plan preselected before signup.

Company Landing Page

Live Plan Summary

Readable pricing, term, visits, and multi-system preview in one place.

Marketing & Rules

Agreement preview is auto-composed from these fields and the current plan configuration.

Controls

These settings shape the public signup experience and internal ticket metadata.

Public Notice Cards

These two notes appear in Step 2 of the customer signup page.

Agreement Preview

This is the text shown to the customer before checkout.

Membership Registration

Review the plan, read the agreement, sign electronically, and proceed to secure payment.

Step 1 · Account Step 2 · Agreement Step 3 · Checkout

Step 1 · Customer details

Create your portal access

Required

This password is used later to access the client portal, tickets, and service history. Existing portal clients can keep their current password. If this field is left blank, the system will generate a temporary access password that the admin can reset later. Structured city, state, and ZIP data is also saved for future customer reports and area-based marketing analysis.

Step 2 · Plan and billing

Confirm your selected plan

Ready

Selected Plan

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Base / System

$0.00

Additional System Discount

10%

Estimated Monthly Total

$0.00

Step 3 · Agreement review

Read and accept the agreement

This contract is shown to the customer before checkout and updates automatically when the admin edits plan details, benefits, terms, or billing rules.

v1.0

Customer Agreement

Typing your full name acts as your electronic signature and must match the customer name exactly.

Checkout

Proceed when all requirements are complete

Complete the account details, confirm the plan, read the agreement, and sign before checkout is enabled.

Pending

Profile management

Client / team profile

Admin can set a temporary password here if the user loses access.

Account overview

Select or create a profile to manage access, membership, and technician assignment data.

Membership contract record

Plan, term, payments, and service timeline

No membership

No membership record linked to this profile yet.

Client vault

Private notes and credentials

Active

Ticket management

Review / edit service record

Ticket context

Select a ticket to review customer, billing, and dispatch context.

Quick actions

Use this panel to correct test records, archive legacy items, and keep only valid paid memberships and dispatch-ready visits in the working queue.

Support center

Choose the right support channel

D2 Group

D2 Group

Admin Support

Portal access, billing questions, password recovery, and general administrative assistance.

D2 HVAC Solutions

D2 HVAC Solutions

HVAC Technical Support

Preventive maintenance coordination, technical HVAC assistance, system diagnostics, and service scheduling.

D2 Smart Home

D2 Smart Home

Smart Home Support

Remote support, programming assistance, device troubleshooting, and smart home visit scheduling.

Account recovery

Recover email or reset portal password

Portal recovery flow

Use the customer email or phone number together with the service address. If the account is found, you can set a new portal password immediately.

Report detail

Report