Back to Portal

Overview

User

Company

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

Phone

Email

D2 HVAC Support

Email

D2 Smart Home Support

Email

Dispatch & Notification Defaults

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

HVAC Dispatch

Dispatch WhatsApp

Dispatch Email

Smart Home Dispatch

Dispatch WhatsApp

Dispatch Email

Customer Messaging Automation

Ticket and maintenance updates

Templates use the customer, ticket, technician, company, date, and plan already stored in the portal.

Enable customer SMSTurn on only after campaign approval.

Payment confirmed Request received Technician notified Technician en route Service completed Maintenance reminder

Available variables: {customer}, {company}, {ticket}, {technician}, {date}, {plan}. STOP and HELP are added automatically.

Send 24-hour maintenance reminders

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.

Security & access audit

30-day activity log

Compact review mode with print support, single-entry deletion, and bulk cleanup. Only the protected Super Admin account can manage this log.

Super Admin only

	Date	Actor	Action	Detail	Manage
No audit entries recorded yet.

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 pricing is validated by the secure checkout API before Stripe opens.

Public plan pages always use the latest approved settings saved here.

Agreement text updates when names, terms, or benefits change.

Entry Plan

Bronze

Monthly membership · 1 scheduled visit

Monthly

Plan Name

Monthly Price Per System

Plan Term Updates header automatically

Scheduled Visits

Benefits & Inclusions

Scheduled visits and annualized cadence are generated automatically from the selected term and visit count.

Core Plan

Silver

6-month membership · 2 scheduled visits

6 Months

Plan Name

Monthly Price Per System

Plan Term Use preset chips or custom months

Scheduled Visits

Benefits & Inclusions

Scheduled visits and annualized cadence are generated automatically from the selected term and visit count.

Premium Plan

Gold

12-month membership · 3 included tune-ups

12 Months

Plan Name

Monthly Price Per System

Plan Term Best place for annual offers

Scheduled Service Sessions

Benefits & Inclusions

Scheduled visits and annualized cadence are generated automatically from the selected term and visit count.

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.

Promo Banner Title

Promo Banner Text

Additional Agreement Clauses

Controls

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

Fallback Additional System Discount (%)

HVAC uses the discount defined in each plan when available. This fallback applies only when a plan does not define its own discount.

Agreement Version

Enable automatic renewal option Default auto-renew checked Require agreement acceptance Show standard filter coverage note when explicitly included by plan Display priority scheduling note

Public Notice Cards

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

Priority Scheduling Note

Filter Coverage Note

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

Full NameRequired

Email AddressRequired

Phone NumberRequired

Street AddressRequired

CityRequired

StateRequired

ZIP CodeRequired

Create PasswordRequired

Used with your email to access the service schedule securely.

Step 2 · Plan and billing

Customize your service contract

Ready

Selected Plan

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Base / System

$0.00

Additional System Discount

10%

Recurring Monthly Charge

$0.00

Number of Systems

Renewal Preference

Step 3 · Agreement review

Accept the agreement

Only the required fields stay open. Open the full agreement only if you want to review it.

v1.0

Customer Agreement

Optional to review before checkout.

Electronic SignatureSign here

Must match the full name above exactly.

I accept the membership termsAccept to continue

Tap to accept and continue.

I authorize automatic renewal using the same plan conditions unless cancelled according to the agreement. I agree to receive recurring account and service SMS notifications from All Cabling Tech Corp's D2 Group Service Alerts, including ticket, technician, appointment, completion, and maintenance updates. Message frequency varies. Message and data rates may apply. Reply STOP to opt out or HELP for help. Consent is not a condition of purchase. Terms · Privacy

Checkout

Proceed when all requirements are complete

Complete the account details, confirm the plan, read the agreement, and sign before checkout is enabled. After Stripe checkout, billing remains pending until the secure payment verification flow confirms the result.

Pending

Portal communication

Send branded email

Subject

Message

Send a copy to Super Admin

Support center

Choose the right support channel

D2 Group

Admin Support

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

D2 HVAC Solutions

HVAC Technical Support

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

D2 Smart Home

Smart Home Support

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

Account recovery

Recover account access

Reset password by email

Enter the login email and the system will send a secure Firebase password reset email.

Login email

Report detail

D2 HVAC Membership

System Settings

Ticket and maintenance updates

30-day activity log

Build a cleaner customer journey

Bronze

Silver

Gold

Membership Registration

Create your portal access

Customize your service contract

Accept the agreement

Proceed when all requirements are complete

Client / team profile

Customer communication authorization

Authorized companies for this profile

Contract overview and activity

Customer and technician communication

Operational notes without passwords

Send branded email

Review / edit service record

Create new ticket

Choose the right support channel

Recover account access

Report