The Portrex VisitNo. 102931
Offers · Ready
In-home sellingResidential services
Residential service growth platform
Turn every service visit into the next project.
PORTREX helps ADU, heat-pump, HVAC, roofing, solar, remodeling, window, and home-service teams offer the right add-on services, bundles, financing, proposals, signatures, and follow-up while the company sales representative or service specialist is already in the home.
Visit type
ADU
in homespace planning consult
Comfort plan
Heat pump
pairedzoning and electrical readiness
Add-on path
Panel
suggestedfinancing and permit prep also ready
Follow-up
Portal
senthomeowner review link
Service opportunities
The next project is usually already in the home.
PORTREX gives residential service teams a clean way to introduce the services that fit the visit: ADUs, heat pumps, electrical readiness, remodeling, solar, battery backup, water treatment, roofing, smart home, and the financing that makes bigger work easier to consider.
ADU & Modular Homes
ADU projects start with buildability
Screen backyard, basement, garage, above-garage, and modular ADU paths before quoting.
Heat Pumps
Heat pumps anchor comfort work
Connect mini-splits, cold-climate heat pumps, ADU comfort, local incentive checks, electrical readiness, and financing.
Remodeling & Conversions
Remodeling converts unused space
Package basement finishes, interior build-outs, additions, and structural upgrades with one proposal flow.
Solar
Solar connects roof, energy, and financing
Screen rooftop PV, battery pairing, tax-credit notes, and production estimates before a proposal.
Battery / Energy Storage
Battery backup turns resilience into a proposal
Screen outage goals, backup loads, solar pairing, utility-program notes, and electrical readiness.
Electrical
Electrical work unlocks the bundle
Screen panels, rewiring, EV charging, lighting, generators, smart panels, and electrification appliances.
Water Treatment
Water treatment is a practical comfort add-on
Compare RO, carbon, softener, whole-home, and combined water systems with plumber-installed scope.
Roofing
Roofing becomes visual and measurable
Combine repair/replacement qualification, aerial measurements, storm context, and material visualizers.
Smart Home & Security
Smart home is the easy demo
Bundle locks, cameras, thermostats, leak detection, shut-off valves, hubs, switches, and controls.
PORTREX by the numbers
Choose your path
New team, company user, or homeowner customer.
Start a trial, sign into your company workspace, or open a customer portal without hunting around.
Service company
Show the right add-on services, financing options, and bundles while your service specialist is already in the home.
Company LoginHomeowner customer
Review the proposal, compare payment options, ask questions, sign, and come back later from the customer portal.
Customer PortalNew company
Create a workspace that helps your sales team uncover the next project during every service visit.
Start Free TrialSmart ADU product line
Floor plans, videos, and a clear model lineup.
PORTREX gives homeowners a visual way to compare Smart ADU models, understand the shared kitchen-laundry-bath core, and see how heat-pump comfort fits before they move into a proposal.
Two series · Six models
Retreat for simple expansion. Signature for a more finished offer.
Every Smart ADU model keeps the essentials consistent: kitchen, laundry, one bathroom, optimized living space, and smart home integration as standard.
KitchenLaundry1 BathroomOptimized LivingSmart Home Standard
Retreat Series
Straightforward plans for rental income, family space, or a private backyard suite.
Retreat StudioStudio
300-400 sq ftRetreat One1 Bedroom
450-650 sq ftRetreat Two2 Bedroom
650-900 sq ftSignature Series
A more elevated finish path with the same smart, repeatable ADU core.
AspenStudio
300-400 sq ftWillow1 Bedroom
450-650 sq ftHaven2 Bedroom
650-900 sq ft1
Start with the job they called about
ADU feasibility, heat-pump replacement, roof inspection, window quote, remodel estimate: the visit starts with the homeowner's real need.
2
Spot the next useful project
Give your specialist simple prompts for the next logical step: ADU-ready electrical, heat-pump zoning, attic comfort, solar, or financing.
3
Bundle the options
Create good-better-best proposals with service add-ons, payment terms, rebates, and monthly financing side by side.
4
Let the homeowner decide comfortably
Send a clean portal link where the customer can review, ask questions, sign, and share the offer with family.
Offer boardREADY
Current visit
ADU planDiscuss in homeMonthly
Panel capacityReady to reviewPortal
Comfort zonesReady to reviewPortal
Bundle offer
Heat-pump zoningDiscuss in homeMonthly
Electrical prepReady to reviewPortal
Monthly planReady to reviewPortal
Customer choice
ADU consultDiscuss in homeMonthly
Heat-pump optionReady to reviewPortal
Ask a questionReady to reviewPortal
What it helps your team do
Grow the job without losing the homeowner's trust.
The strongest cross-sell happens when it feels useful. PORTREX helps service specialists explain why the extra service belongs in the conversation and how the homeowner can afford it.
Cross-sell playbooks
Help service specialists connect ADU, heat-pump, electrical, and financing conversations without sounding random or pushy.
Financing at the table
Show attractive monthly options so homeowners can say yes to the full project, not only the urgent repair.
Bundle-ready proposals
Package ADUs, heat pumps, roofing, windows, remodeling, solar, and other services into one clear offer.
Customer-friendly follow-up
Give homeowners a simple portal for options, signatures, project status, and questions after the visit.
Kitchen-table selling
Built for the conversation happening in the home.
Keep the offer simple enough for a homeowner to understand at the table, then send it to the portal so they can revisit every option.
ADU
Heat-pump ready
Visit plan
Rep sees the ADU goal, heat-pump readiness prompts, and the homeowner's next best options.
Proposal sent
SignedCurrent
Permits
Customer portal
Homeowners can compare ADU and heat-pump options, review payments, ask questions, sign, and come back later.
Monthly optionReady
Bundle proposal
Present ADUs, heat pumps, electrical work, roofing, windows, or other add-ons with financing in one clear package.
Residential trades
Built for home-service teams that sell inside the home.
PORTREX works best when one trusted visit can reveal another useful project and the customer needs a clear, affordable way to say yes.
Pricing
Start free. Build better bundles first.
Pricing is being finalized. Start with a 14-day trial and see how your team can present add-ons, financing, and follow-up in one place.
Basic
For small teams that want cleaner in-home proposals and customer follow-up.
Pricing announced soon
- Lead and estimate management
- Basic bundle proposals
- Customer portal access
Essentials
For growing companies that want cross-sell prompts, financing, and repeatable sales plays.
Pricing announced soon
- Everything in Basic
- Cross-sell playbooks
- Financing option workflows
- Team opportunity reporting
MAX
For larger teams selling multiple trades, locations, brands, or financing programs.
Pricing announced soon
- Everything in Essentials
- Advanced permissions
- Multi-location controls
- Priority support path
Why teams use it
More useful offers. Easier yeses.
The point is not to pressure homeowners. It is to make related projects visible, understandable, and financeable while trust is already high.
14 daysFree trial for teams testing cross-sell and financing workflows.
No cardEvaluate the offer flow before adding payment details.
1 visitStart with the urgent job and introduce useful add-on projects.
FinanceableShow monthly options that make larger bundles easier to consider.
What teams say
Trusted by residential service teams.
Owners and reps across HVAC, roofing, solar, windows, and remodeling use PORTREX to turn one trusted visit into the next useful project.
My techs used to leave a finished AC repair on the table. Now PORTREX prompts the roof and attic add-on and we book the bundle before we pack up.
Showing monthly financing right next to the proposal turned a lot of 'let me think about it' roofs into same-visit signatures.
The good-better-best bundles make solar plus battery feel like one clean decision for the homeowner instead of three scary quotes.
Our remodel crew isn't pushy, and PORTREX keeps it that way. It just surfaces the next useful project so the conversation feels natural.
The customer portal cut my follow-up calls in half. Homeowners review options, ask questions, and sign on their own time.
We sell HVAC, roofing, and windows under one roof now. One in-home visit, one bundled offer, way more revenue per truck roll.
My techs used to leave a finished AC repair on the table. Now PORTREX prompts the roof and attic add-on and we book the bundle before we pack up.
Showing monthly financing right next to the proposal turned a lot of 'let me think about it' roofs into same-visit signatures.
The good-better-best bundles make solar plus battery feel like one clean decision for the homeowner instead of three scary quotes.
Our remodel crew isn't pushy, and PORTREX keeps it that way. It just surfaces the next useful project so the conversation feels natural.
The customer portal cut my follow-up calls in half. Homeowners review options, ask questions, and sign on their own time.
We sell HVAC, roofing, and windows under one roof now. One in-home visit, one bundled offer, way more revenue per truck roll.
From the blog
Playbooks your reps can run this week.
Twenty-five field guides on cross-selling, financing, proposals, and trade-by-trade sales processes — browse the full blog.
FAQ
Clear answers for service companies and homeowners.
The page still routes existing users and homeowners quickly, while new companies can understand the cross-sell and financing use case.
What is PORTREX?
PORTREX is a sales platform for residential service companies. It helps teams offer related services, bundles, financing, proposals, signatures, payments, customer portals, and follow-up from one workspace.
Who is PORTREX built for?
PORTREX is built for ADU, heat-pump, HVAC, roofing, solar, plumbing, electrical, remodeling, window and door, and other residential service companies that sell inside the home.
How does PORTREX help with cross-selling?
PORTREX helps your service specialist connect the current visit to related projects the homeowner may already need, such as heat-pump zoning during an ADU conversation or ADU readiness during a comfort visit.
How does financing fit in?
Sales teams can show financing and monthly payment options beside the proposal, making larger bundles easier for homeowners to understand and consider.
Where do existing company users log in?
Existing service-company users should use Company Login. That takes them to the PORTREX workspace sign-in page on portrex.app.
Where do homeowners or customers log in?
Homeowners and customers should use Customer Portal. That path is for project updates, proposals, signatures, and customer-facing communication.
Is there a free trial?
Yes. New service companies can start with a 14-day free trial. No credit card is required to begin.
What happens after signup?
After signup, PORTREX creates a workspace for your company and guides the owner through setup steps like inviting the team, setting up service offers, adding financing options, and preparing the first bundle.
Does PORTREX replace my CRM?
For many residential service teams, PORTREX can become the sales workspace that replaces a generic CRM. It is designed around in-home visits, cross-sell offers, estimates, proposals, financing, signatures, payments, and customer portal work.
Is company data isolated?
Yes. PORTREX is designed around separate company workspaces with tenant isolation, permissions, audit history, and secure authentication paths.
Contact us
Want to see how PORTREX fits your service company?
Tell us what trades you sell today and what services you want your company representatives to introduce next. We can help you think through bundles, financing paths, customer portal flow, and the first offer your team should test.
Talk to PORTREX
Step 1 of 4Already with PORTREX? Company loginCustomer portal
Ready to offer the next project before you leave the home?
Start a PORTREX trial, or use the right login path if your company or contractor already invited you.