# PORTREX

> PORTREX is a cross-sell and financing platform for residential service companies (ADU, heat pump/HVAC, roofing, solar, electrical, remodeling, water treatment, battery, and smart-home teams). It helps in-home sales reps present add-on services, good-better-best bundles, financing with monthly payments, e-signature, payments, and customer-portal follow-up — during the visit the homeowner already booked. 14-day free trial, no credit card.

Key facts:
- Audience: residential home-service companies selling inside the home (B2B SaaS; homeowners interact through each company's customer portal).
- Service catalog: 9 trade-specific service page flows.
- Blog: 25 field guides on cross-selling, financing, proposals, follow-up, and trade sales processes.
- Coverage: United States, all 50 states.
- Contact: hello@portrex.app

## Product

- [Home](https://portrex.app/): platform overview, audience routing, FAQ
- [Pricing](https://portrex.app/pricing): plans and 14-day free trial
- [Service catalog](https://portrex.app/services): all service page flows
- [HTML sitemap](https://portrex.app/sitemap): every public page, one screen

## Services

- [ADU & Modular Homes](https://portrex.app/services/adu-builder): Build provider-facing ADU Builder pages in PORTREX with answer-first copy, FAQ schema, program checks, proof requirements, and proposal CTAs.
- [Remodeling & Conversions](https://portrex.app/services/basement-remodeling): Build provider-facing Basement Remodeling pages in PORTREX with answer-first copy, FAQ schema, program checks, proof requirements, and proposal CTAs.
- [Heat Pumps](https://portrex.app/services/heat-pump-installation): Build provider-facing Heat Pump Installation pages in PORTREX with answer-first copy, FAQ schema, program checks, proof requirements, and proposal CTAs.
- [Solar](https://portrex.app/services/solar-installation): Build provider-facing Solar Installation pages in PORTREX with answer-first copy, FAQ schema, program checks, proof requirements, and proposal CTAs.
- [Battery / Energy Storage](https://portrex.app/services/home-battery-backup): Build provider-facing Home Battery Backup pages in PORTREX with answer-first copy, FAQ schema, program checks, proof requirements, and proposal CTAs.
- [Electrical](https://portrex.app/services/electrician): Build provider-facing Electrician pages in PORTREX with answer-first copy, FAQ schema, program checks, proof requirements, and proposal CTAs.
- [Water Treatment](https://portrex.app/services/water-filtration-system): Build provider-facing Water Filtration System pages in PORTREX with answer-first copy, FAQ schema, program checks, proof requirements, and proposal CTAs.
- [Roofing](https://portrex.app/services/roofing-contractor): Build provider-facing Roofing Contractor pages in PORTREX with answer-first copy, FAQ schema, program checks, proof requirements, and proposal CTAs.
- [Smart Home & Security](https://portrex.app/services/smart-home-installation): Build provider-facing Smart Home Installation pages in PORTREX with answer-first copy, FAQ schema, program checks, proof requirements, and proposal CTAs.

## Guides

### Cross-Sell Playbooks

- [The Kitchen Table Sales Presentation: Structure, Scripts, and Mistakes to Avoid](https://portrex.app/blog/kitchen-table-sales-presentation): How to run a kitchen table sales presentation for home improvement: seating, agenda, visual proof, three options, financing, and the calendar close.
- [HVAC Upselling Techniques That Don't Feel Pushy (and Actually Stick)](https://portrex.app/blog/hvac-upselling-techniques): Nine HVAC upselling techniques built on diagnostics, photos, and financing — IAQ, duct sealing, smart thermostats, maintenance plans, and heat-pump upgrades.
- [Good-Better-Best Pricing for Contractors: Why Three Options Outsell One](https://portrex.app/blog/good-better-best-pricing-contractors): How contractors use good-better-best pricing to lift average ticket 20–35%: tier design rules, anchoring psychology, common mistakes, and proposal examples.
- [The In-Home Sales Process: A 7-Step Framework for Service Companies](https://portrex.app/blog/in-home-sales-process): A proven 7-step in-home sales process for residential contractors — from pre-visit research to walkthrough, options presentation, financing, and same-visit close.
- [Cross-Selling Home Services: A Field Guide for Residential Contractors](https://portrex.app/blog/how-to-cross-sell-home-services): How to cross-sell home services without feeling pushy: pairing logic by trade, timing inside the visit, scripts, and the tools that make add-on offers stick.

### Financing & Pricing

- [HVAC Financing Options for Customers: What to Offer and How to Present It](https://portrex.app/blog/hvac-financing-options-for-customers): A contractor's guide to HVAC financing options for customers — promo plans, long-term loans, utility on-bill programs, rebate stacking, and presentation scripts.
- [Monthly Payment Selling: Reframing Big Home Projects as Budget Decisions](https://portrex.app/blog/monthly-payment-selling-home-improvement): Why monthly payment selling lifts home-improvement close rates: payment anchoring, scripts, comparison math against utility savings, and presentation rules.
- [How to Offer Financing as a Contractor: A Practical Setup Guide](https://portrex.app/blog/how-to-offer-financing-as-a-contractor): Contractor financing for customers, explained: lender types, dealer fees, compliance basics, how to present monthly payments, and rolling it out to your team.

### Proposals & Follow-Up

- [Follow-Up After an Estimate: Why Homeowners Go Silent and What Actually Works](https://portrex.app/blog/follow-up-after-estimate): A follow-up system for contractors: why homeowners ghost after estimates, the 48-hour window, portal engagement signals, cadence templates, and revival plays.
- [E-Signatures for Contractors: Legality, Speed, and Fewer Lost Deals](https://portrex.app/blog/e-signatures-for-contractors): Electronic signatures for contractors: ESIGN/UETA legality basics, why same-visit signing lifts close rates, rescission and change-order workflows, and audit trails.
- [Why Your Customers Want a Portal (and What It Should Actually Do)](https://portrex.app/blog/customer-portal-for-contractors): What a customer portal for contractors should include: proposal review, e-signature, payments, project status, photos, and messages — and how portals lift close rates.
- [What Makes a Good Home Improvement Proposal? The Anatomy of a Closer](https://portrex.app/blog/what-makes-a-good-home-improvement-proposal): The anatomy of a home improvement proposal that closes: scope clarity, photo proof, three tiers, monthly payments, timelines, warranty terms, and e-signature.

### Trade Growth Guides

- [Basement Remodeling Leads: How to Win the Highest-Intent Project in the House](https://portrex.app/blog/basement-remodeling-leads): Where basement remodeling leads come from and how to convert them: rental-suite intent, moisture-first inspections, fixed-scope packages, and financing presentation.
- [Smart Home Upsells: The Highest-Margin Add-On Line for Electricians and HVAC Teams](https://portrex.app/blog/smart-home-upsells): Smart home upsells that attach to trade work: thermostats, leak shutoffs, EV-ready circuits, lighting scenes, and security — packaged, priced, and pitched right.
- [How to Sell Water Filtration Systems: Test-First, Educate, Then Quote](https://portrex.app/blog/how-to-sell-water-filtration-systems): A test-first process for selling whole-home water filtration: in-home testing ethics, reading local water reports, matching systems to problems, and pricing tiers.
- [How to Sell Battery Backup: Outage Math, Solar Pairing, and Honest Sizing](https://portrex.app/blog/how-to-sell-battery-backup): Selling home battery backup: outage-priority discovery, generator comparisons, solar pairing economics, VPP programs, and sizing proposals homeowners trust.
- [How to Sell Electrical Panel Upgrades: The Gateway Project for Electrification](https://portrex.app/blog/how-to-sell-electrical-panel-upgrades): Selling electrical panel upgrades: load-calculation-led conversations, EV/heat-pump/ADU triggers, safety documentation, incentives, and bundle proposals.
- [Roofing Sales Tips: Inspections, Storm Work, and Retail Closes That Hold](https://portrex.app/blog/roofing-sales-tips): Practical roofing sales tips: photo-documented inspections, insurance vs. retail lanes, good-better-best shingle tiers, financing, and cancellation-proof closes.
- [The Solar Sales Process: From Utility Bill to Signed Proposal](https://portrex.app/blog/solar-sales-process): A clean residential solar sales process: bill analysis, production modeling, honest payback math, financing vs. lease decisions, and post-signature follow-through.
- [How to Sell Heat Pumps: Handling Cold-Climate Doubts and Winning the Swap](https://portrex.app/blog/how-to-sell-heat-pumps): How to sell heat pumps against gas furnaces and customer skepticism: cold-climate proof, bill-based savings math, rebate stacking, and proposal structure.
- [How to Sell ADUs: A Sales Process for Builders and Remodelers](https://portrex.app/blog/how-to-sell-adus): A step-by-step ADU sales process: qualifying the lot, leading with rental income math, navigating zoning talk, financing paths, and proposal structure.

### Sales Operations

- [CRM for Home Services: When Spreadsheets Stop Working and What to Buy Instead](https://portrex.app/blog/crm-for-home-services): When a home services company needs a CRM, what generic CRMs miss about in-home selling, and the evaluation checklist: proposals, financing, portals, and pipelines.
- [Turning Technicians into Salespeople (Without Turning Them into Salespeople)](https://portrex.app/blog/turn-technicians-into-salespeople): How to get service technicians comfortable generating sales: advisor framing, evidence habits, handoff models, spiffs that work, and the tools that remove awkwardness.
- [Home Improvement Close Rates: Benchmarks and the Five Fixes That Move Yours](https://portrex.app/blog/home-improvement-sales-close-rate): Home improvement close rate benchmarks by trade and the five highest-leverage fixes: same-visit proposals, financing, follow-up systems, lead quality, and tracking.
- [How to Increase Average Ticket in Home Services (Without Pressure Tactics)](https://portrex.app/blog/increase-average-ticket-home-services): Seven levers to increase average ticket in home services: pairing maps, tier design, financing presentation, memberships, bundle proposals, and per-rep metrics.

## Optional

- [Full content for LLMs](https://portrex.app/llms-full.txt): expanded page content in one file
- [Privacy](https://portrex.app/legal/privacy)
- [Terms](https://portrex.app/legal/terms)