Account Management

Your Estimero account is your central hub for managing all aspects of your home improvement journey. This guide covers everything you need to know about managing your account, updating your profile, configuring settings, and maintaining your account security.

Account Overview

What You Can Manage

Personal Information

Contact details
Address information
Communication preferences
Notification settings
Privacy controls

Project Management

Active projects
Project history
Contractor relationships
Estimates and quotes
Document storage

Account Settings

Security settings
Payment methods
Subscription management
Data preferences
Account status

Getting Started

Account Creation

Sign-Up Process

Visit Estimero.com
Click "Sign Up" or "Get Started"
Choose account type (Homeowner or Contractor)
Enter email address and password
Verify email address
Complete profile setup

Account Types

Homeowner Account: For individuals planning home improvement projects
Contractor Account: For professionals providing home improvement services
Business Account: For companies managing multiple projects

Initial Setup

Profile Completion

Personal information
Contact details
Service preferences
Communication settings
Notification preferences

Verification Process

Email verification
Phone number verification
Identity verification (for contractors)
Business verification (for contractors)

Profile Management

Personal Information

Basic Details

Full name
Email address
Phone number
Address information
Preferred contact method

Account Preferences

Language settings
Time zone
Date format
Currency preferences
Measurement units

Communication Settings

Email notifications
SMS notifications
Push notifications
Marketing communications
Frequency preferences

Contact Information

Primary Contact

Main phone number
Email address
Mailing address
Preferred contact times
Communication method

Emergency Contact

Emergency phone number
Alternative contact person
Relationship to account holder
Contact preferences
Availability information

Service Preferences

Project Interests

Preferred project types
Budget ranges
Timeline preferences
Quality standards
Service areas

Contractor Preferences

Experience requirements
Rating thresholds
Service area preferences
Communication preferences
Availability requirements

Security Settings

Password Management

Password Requirements

Minimum 8 characters
Mix of letters, numbers, and symbols
No common passwords
Regular password updates
Unique password for Estimero

Password Security

Use password manager
Enable two-factor authentication
Regular password changes
Secure password storage
Account recovery options

Two-Factor Authentication

Setup Process

Go to Account Settings
Select Security
Enable Two-Factor Authentication
Choose method (SMS or Authenticator app)
Follow setup instructions
Test authentication

Authentication Methods

SMS verification codes
Authenticator app (Google Authenticator, Authy)
Backup codes
Email verification
Security questions

Account Security

Login Security

Login attempt monitoring
Suspicious activity alerts
Device management
Session management
Logout security

Data Protection

Privacy settings
Data sharing preferences
Account visibility
Contact information privacy
Project privacy settings

Notification Settings

Email Notifications

Project Notifications

Project updates
Milestone completions
Issue notifications
Change requests
Completion alerts

Account Notifications

Security alerts
Payment notifications
Account changes
Service updates
Maintenance notifications

Marketing Communications

Newsletter subscriptions
Promotional offers
Service updates
Industry news
Partner offers

SMS Notifications

Critical Alerts

Security notifications
Payment confirmations
Urgent project updates
Emergency communications
Account changes

Optional Notifications

Project milestones
Contractor messages
Schedule reminders
Quality updates
Completion notifications

Push Notifications

Mobile App Notifications

Project updates
Message notifications
Schedule reminders
Quality alerts
Completion notifications

Browser Notifications

Website updates
Message alerts
Project notifications
Security alerts
Service updates

Payment Management

Payment Methods

Credit Cards

Visa, MasterCard, American Express
Secure payment processing
Automatic payment options
Payment history
Receipt management

Bank Accounts

Direct bank transfers
ACH payments
Wire transfers
Payment scheduling
Transaction history

Digital Wallets

PayPal integration
Apple Pay support
Google Pay support
Venmo integration
Other digital payment methods

Billing Information

Billing Address

Primary billing address
Alternative addresses
Tax information
Invoice preferences
Payment terms

Payment History

Transaction records
Payment receipts
Invoice downloads
Payment methods used
Refund information

Subscription Management

Service Plans

Free tier features
Premium subscriptions
Enterprise plans
Feature comparisons
Upgrade options

Billing Cycles

Monthly billing
Annual billing
Payment scheduling
Auto-renewal settings
Cancellation options

Data Management

Data Storage

Project Data

Project information
Photos and documents
Communication history
Timeline data
Quality records

Account Data

Profile information
Contact details
Preferences
Settings
Usage statistics

Backup and Recovery

Data backup options
Recovery procedures
Data export
Account restoration
Data migration

Privacy Controls

Data Sharing

Third-party sharing
Marketing use
Analytics data
Service improvement
Research participation

Data Retention

Account data retention
Project data retention
Communication history
Document storage
Deletion policies

Data Export

Account data export
Project data export
Communication export
Document downloads
Data portability

Account Settings

General Settings

Account Information

Account type
Service level
Account status
Creation date
Last login

Preferences

Language settings
Time zone
Date format
Currency
Measurement units

Display Settings

Theme preferences
Layout options
Notification display
Dashboard customization
Mobile preferences

Advanced Settings

API Access

API key management
Access permissions
Usage monitoring
Rate limiting
Security settings

Integrations

Third-party connections
Service integrations
Data synchronization
Import/export options
Automation settings

Developer Options

Webhook configuration
Custom integrations
API documentation
Testing tools
Debug settings

Account Maintenance

Regular Maintenance

Profile Updates

Contact information updates
Address changes
Preference modifications
Service updates
Account verification

Security Maintenance

Password updates
Security review
Device management
Access monitoring
Security alerts

Data Cleanup

Old project archiving
Document organization
Communication cleanup
Storage optimization
Data retention

Account Optimization

Feature Usage

Feature exploration
Tool utilization
Service optimization
Efficiency improvements
Best practices

Performance Monitoring

Account activity
Usage patterns
Service performance
Response times
Quality metrics

Continuous Improvement

Feedback submission
Feature requests
Service suggestions
Improvement recommendations
User experience optimization

Troubleshooting

Common Issues

Login Problems

Password reset
Account lockout
Two-factor authentication issues
Device problems
Browser issues

Profile Issues

Information not updating
Contact problems
Preference changes not saving
Verification issues
Data synchronization

Notification Problems

Missing notifications
Incorrect notification settings
Delivery issues
Frequency problems
Content issues

Getting Help

Self-Service Options

Help center articles
FAQ sections
Video tutorials
Troubleshooting guides
Community forums

Support Channels

Email support
Live chat
Phone support
Video calls
In-person assistance

Escalation Process

Issue reporting
Priority classification
Resolution timeline
Follow-up procedures
Satisfaction monitoring

Account Security Best Practices

Password Security

Use strong, unique passwords
Enable two-factor authentication
Regular password updates
Secure password storage
Account monitoring

Device Security

Keep devices updated
Use secure networks
Log out from shared devices
Monitor device access
Report suspicious activity

Data Protection

Review privacy settings
Monitor data sharing
Regular account review
Secure data storage
Backup important data

Account Deletion

Deletion Process

Account Closure

Data backup options
Account closure request
Data deletion timeline
Service termination
Confirmation process

Data Handling

Data retention policies
Deletion procedures
Backup options
Recovery limitations
Legal requirements

Service Impact

Active project handling
Contractor relationships
Payment processing
Communication termination
Service discontinuation

Getting Help

Estimero Support

Account management assistance
Security support
Technical help
Billing support
Feature guidance

Additional Resources

Contact Information

Email: support@estimero.com
Phone: 1-800-ESTIMERO
Live Chat: Available 24/7
Help Center: help.estimero.com

Ready to manage your account? Access your dashboard or update your profile to get started.