Client Portal

Logging into the Client Portal — 0:01

• Copy the client’s email to log in
• Click on the convenient link to access the client portal

Overview of Client Dashboard — 0:14

• The client sees a list of all inspections completed
• Clients can search for inspections by property address

Accessing Order Details — 0:28

• Select an inspection to view the main order details page
• Summary of inspection details is displayed

Payment and Agreement Status — 0:44

• If payment or agreement is pending, clear buttons will indicate this at the top of the page

Viewing Inspection Reports — 1:02

• Click on View Report to access the inspection report
• Reports include defect counts and photos

Summary View of Defects — 1:24

• Clients can switch to a summary view showing only defects

Creating Repair and Random Section — 1:32

• Clients can create a Repair and Random section for the report

Branding with Logo — 1:45

• If a logo is set up, it will appear on the report for branding

Signing the Agreement — 1:57

• Clients can sign the agreement directly from the portal
• If no agreement exists, they will see an option to sign

Making Payments — 2:05

• Integrated payment options (e.g., Stripe) allow clients to pay easily
• Invoice will be generated after payment

Accessing Additional Documents — 2:20

• Any extra documents added to the template will be available here

Adding Third-Party Reports — 2:30

• Clients can view additional reports from third-party inspections
• Reports can be uploaded with a name and description

Locked Features for Pending Actions — 3:06

• If the agreement is not signed or payment is pending, buttons will be locked
• Clients will see options to make payment or sign the agreement

Completing the Process — 3:19

• Clients can complete the payment and agreement process to access the report