Manage customer accounts like a premium service platform.
HQWatchfolio keeps client profiles, emergency contacts, billing context, agreements, and property relationships organized in one modern workspace.
Accounts
Every client now has its own detail route.
Use client pages to keep homeowner communication, property portfolio, account paperwork, and billing context together.
Seabrook Family Trust
Daniel and Rachel LeBlanc
Prefers photo-first updates, priority storm contact, and same-day approval requests.
Email: owners@seabrooktrust.com
Phone: (555) 201-4400
Preferred contact: Portal + SMS
Properties: 2
Private homeowner
Marina Vista Holdings
Owns multiple homes and prefers grouped maintenance approvals once each week.
Email: ops@marinavista.co
Phone: (555) 018-7330
Preferred contact: Email summary
Properties: 1
Portfolio split
Clients can own multiple homes under different plans.
This matters for subscription billing, portal access, maintenance approvals, and service-level prioritization.
Seabrook Residence
14 Sandpiper Bluff, North Bay, FL
Next visit: Jul 10
Harbor Condo
88 Marina Row Unit 5B, South Bay, FL
Next visit: Jul 15
Cypress Estate
220 Cypress Ridge, West Lake, FL
Next visit: Jul 11