Welcome to Porch, we’re happy you’re here. This Quick Start Guide is intended to help set you up for success as fast as possible. Follow these instructions to set up your account so you can start receiving leads in no time!
Logging in:
Step 1. Open your mobile browser:
Step 2. Go to Porch.com
Step 3. Click the 3 lines on the left and select log in
Step 4. Enter your login information
Setting the mobile web on the home page your phone
Step 1. Go to your mobile browser, log in, and go to the options menu
Step 2. Type in the name you wish to save it as
Step 3. You will find the Porch web page widget on your home screen. You can press on it to adjust the place you wish to have it at.
Personalizing your profile
Step 1. Log in
Step 2. Click on the profile logo/icon (on the top right corner) and go to ‘Settings’
Step 3. Go to ‘Edit Company Profile’
Step 4. Go to the ‘Name’ tab and type in the company name
Step 5. Go to the ‘About’ tab and fill out the company information, which homeowners will see
Step 6. Go to the ‘Contact’ tab and fill out the company contact information. This is where you can set more than one Email to receive lead Email Notifications to.
Step 7. Go to the ‘Images’ tab. Click on the pencil icon on the profile picture to upload a profile picture (250 x 250 pixels)
Step 8. Click on the pencil icon on the banner to upload a banner (1600 x 350 pixels)
Pro Success Tip:
Completing your profile personalization
Adding as many details as possible helps your profile stand out to viewers and clients. The following steps will guide you through adding your license information to your profile.
Step 1. Log in
Step 2. Click on your logo (on the top right corner) and go to ‘Settings’
Step 3. Go to ‘Edit Licenses’
Step 4. Click on ‘Add a new license’
Step 5. Fill out your license information and click ‘Save’
You can add project details of past projects to your profile as well. The more you share, the more prospective clients will take you in consideration when making a decision on a project. The following steps will guide you through adding completed projects to your profile.
Step 1. Log in
Step 2. Click on your logo (on the top right corner) and go to ‘Settings’
Step 3. Go to ‘Edit Profile Projects’
Step 4. Click on ‘Add Project’
Step 5. Fill out your project details and click ‘Save’
How to set up your service area
Step 1. Go to Porch.com and log in
Step 2. Go to your ‘Settings’
Step 3. Go to ‘Update Service Area’
Step 4. Click ‘Save’ before exiting the page
Setting up your service type
Step 1. Log in to your Porch account
Step 2. Click on ‘Settings’
Step 3. Under Services and Service Area click on ‘Modify Trades and services’
Step 4. Use the search bar to find the specific service you are searching for and click ‘Add’
Step 5. Once you’re finish make sure to click ‘Save’
Pro Success Tips:
Notification Settings
Setting up your Email and phone number for lead notifications
Step 1. Log in to your Porch account
Step 2. Click on “Settings”
Step 3. Under User Settings click on “Update User Information”
Step 4. You will be able to modify your email address and phone number for where you want to receive your lead notifications under the Contact Information
Step 5. Once you’re finish make sure to click “Save”
Modifying lead notifications preferences
Step 1. Log in to your Porch account
Step 2. Go to your “Settings”
Step 3. Under User Settings click on “Change Notifications”
Step 4. Mark all of the checkboxes listed except for ‘Plain text lead receipt email notifications’. Make sure to select ‘Pay as You Go email notifications’ and “Pay as You Go SMS notifications”.
Step 5. Once you’ve finished make sure to click “Save”
How to pause leads
Step 1. Log in to your Porch account
Step 2. Click on “settings”
Step 3. Under notifications and alerts click on “Pause Lead Delivery”
Step 4. Click on “Schedule New Unavailability Period
Step 5. Choose the dates. Highlight the days to pause and click on the date you want the pause to end on
Step 6. Under reason for unavailability, choose the reason why you are requesting your pause.
Step 7. Leaving a brief message is optional
Step 8. When done, please make sure to click “Save”
Pro Success Tips:
How to purchase leads
You will receive leads via Email and SMS to the contact information you filled out, but you can also purchase leads through your profile by following the next steps.
Step 1. Log in to your Porch account
Step 2. Go to your ‘Dashboard’
Step 3. Go to the ‘New’ tab to purchase available leads
Step 4. Select the lead you’re interested in purchasing
Step 5. Click the ‘Purchase Now’ button on the top right and confirm the purchase
How to view leads
You can view your purchased leads by following the next steps.
Step 1. Log in to your Porch account
Step 2. Go to your ‘Dashboard’
Step 3. Go to the ‘In Process’ tab to view the leads you are communicating with
Step 4. Go to the ‘All’ tab to view all of the purchased leads
Step 5. Go to the ‘Credit Requests’ tab to view the status of the lead credit requests
Pro Success Tips:
Contact Us
Pro Support Team
(206) 960-4337
Personalized assistance via Email:
Onboarding Success Team
(855) 920-9912
Business Hours:
Monday-Friday
6AM-5PM PST