The Home Doctor
Admin Portal Β· South Florida
Welcome back,
Adam.
Your command center. All projects, all clients, all operations β in one place.
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The Home Doctor
Admin
β Settings
Sign Out
Operations
Projects
Business
Business
Overview
β‘ Quick Estimate
β
Active
β
Active Revenue
β
Complete
π Pending Estimates
Select
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π Delete (0)
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π° Profit & Loss
Last 6 months Β· live from QuickBooks
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Active
Projects
New Client
Active Projects
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β Back to projects
β
β
Active
β
0
% complete
π Archive Project
π Delete
βοΈ Edit Info
Client Display Name
Address
Project Name
Save Changes
0%
Save
Client-Facing Status Note
Update
Photos
▸
+ Upload
No photos yet
Project Phases
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Operations
Field
Overview
New Hire
Active Projects β Task Status
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Material Requests
+ Add Material
0
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Photo Review Queue
0
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Team
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Admin
Settings
π Archived Projects
0
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π₯ Team Members
+ New Hire
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βΉοΈ App Info
Admin App
The Home Doctor
Ops URL
ops.thehomedoctor.co
Portal URL
portal.thehomedoctor.co
π Recently Deleted
Auto-purge after 3 days
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Γ
Share Photo
Select
×
β Add Photos / Video
π Delete Selected (
0
)
β‘ Quick Estimate
×
Draft with AI
Add Material
×
Project
Material Name
Quantity
Unit
Who gets it?
Worker gets it
I'll get it
Note (optional)
New Team Member
Γ
Full Name
Email (used to log in)
Password
Role
Worker
Manager
Language
EspaΓ±ol
English
Username (for login screen)
Lowercase, no spaces. Leave blank to use email.
Phone (optional)
Notes (optional)
Assign to Project
No project yet
Project Tasks
Γ
β
β Add Task
Task Title
Description (optional)
Priority
Low
Medium
High
Photo Required?
No
Yes
Assign To
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Assign Task
π¦ Material Requests
Γ
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Mark All as Seen
New Client
Γ
Primary Contact
First Name
Last Name
Email
Phone
Portal Username
β
Add Secondary Contact
Spouse, partner, or co-owner β gets separate login
First Name
Last Name
Email
Property
Street Address
City
State
ZIP
Project Type
Scope
Select project type...
Full Home Renovation
Kitchen Remodel
Bathroom Remodel
Addition
Commercial
Investment Property
Other
Brief Description (optional)
Contract
Contract Amount ($)
Signed Date
Payment milestone schedule will be generated automatically from the contract amount.
Project Visibility
Project type (required)
Choose oneβ¦
Ops Project β the team can see it
Private β Admin only (hidden from workers)
Ops projects are visible to your crew. Private stays admin-only.
Portal Created
The client portal is live and ready. Send them their login credentials to get started.
Login Credentials
URL
portal.thehomedoctor.co
Username
β
Temp Password
β
Pre-filled Welcome SMS
β
Copy SMS Message
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