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From request to client area

How a property service request works, from submission to sign-off

Submit a request in four steps from any page. It is acknowledged with a reference number in minutes, a licensed contractor is assigned with a time, and scope, schedule, approvals, invoices and documents run in your own client area until the work is signed off. This is the same path for a 2 am water loss and a spring sealcoating job; only the timing differs.

Request sentPV-48213 · Commercial roofing · Turlock
14:02
Acknowledged by textReference and next step
14:03
Crew assignedLicensed contractor, licence and insurance attached
15:40
Assessment scheduledTomorrow 09:00 to 12:00
15:41
Scope for approvalLine items, price, start date
—
Work, invoices, documentsIn your client area
—
1

Submit the request

Four short steps: service and city, property, details with optional photos or PDFs, and contact. Every field except uploads is required so the right crew is assigned first time. The form is the same on every page; on a service or city page the service and city are already filled in.

What you seeA reference number, PV-xxxxx, and a confirmation by the channel you chose. For an active loss, the emergency line is faster than the form.
2

Acknowledged and screened

The request is checked against the service area and the services offered, screened for spam or misuse, and routed to the trade. Emergencies are dispatched immediately; planned work is queued for assessment.

What you seeWithin minutes: acknowledgement, the expected response window for your city and timeframe, and who to call if anything changes.
3

Crew assigned, time set

A licensed and insured California contractor is matched to the request. You receive the license number and insurance details with the assignment, including for every crew assigned, and a confirmed time: 60 to 140 minutes for active losses by city, or an assessment window for planned work.

What you seeThe assignment in your client area with license and insurance details attached, and the appointment on your schedule.
4

Scope before work

Planned work is scoped on site and comes back as a written line-item scope with price and start date for your approval in the client area. Emergency mitigation starts on arrival and the scope is confirmed after the site visit; where a carrier is involved it is prepared in the industry-standard estimating format.

What you seeA scope you can approve, question or decline from your phone. Nothing beyond emergency mitigation starts until you approve.
5

Work runs in the file

Photos, moisture logs, manifests, permits, change orders and daily notes attach to the file as the work happens. Owners, boards or adjusters you invite see what concerns them and nothing else.

What you seeProgress in the client area, notifications by your chosen channel, and every document in one place, not in an email chain.
6

Sign-off, invoice, records kept

Completion photos and final readings close the file. The invoice is issued through the client area on the terms shown. The record stays with the property for reserve studies, insurance renewals, refinancing or sale, and exports when you need it.

What you seeA closed file you can reopen for the next request on the same property, with the maintenance calendar updated.

Questions

Do I pay Propertyvendr or the contractor?

Invoices are issued by the licensed contractor matched to your request through the client area on the terms shown on the invoice. No other crew will ask you for payment directly, and the record is in your file.

Is there a fee to submit a request?

No. Requests, acknowledgements, assignment and the client area are free to use. You pay for the work you approve, at the price in the written scope, or for emergency mitigation as performed and confirmed.

What if I need to cancel or change a request?

Planned work can be changed or cancelled in the client area up to the approved start date without charge. Emergency mitigation already performed is billed as performed. Changes after approval are priced as written change orders you approve before they run.

Who does the work?

A licensed and insured California contractor matched to your request, identified to you with its license number at assignment. License number and insurance details are provided with the assignment and stored in your file, including for any crew engaged under the license. The licensed contractor matched to your request holds the contract for the work and runs the file.

Can I use the client area without submitting a request first?

The client area opens with your first request. Property managers, boards and adjusters can book a call to have properties and users set up in advance so the first request is one tap.

How do I reach someone about an existing file?

From the client area, or through the Contact page with your reference number. Messages are answered within one business day by the channel you chose; active losses go to the emergency line.

Start with one request

Service, property, timeframe and contact. A licensed contractor is assigned with a time and the rest runs in your client area.

PortfoliosFor property managersOne client area for every buildingClaimsFor adjustersS500 logs and Xactimate scopeBuildingsFor owners and HOAsScope before work, records kept
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