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Client Portal walkthrough

1

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
Logging into the client portal
2

Overview of client dashboard

0:14
  • The client sees a list of all inspections completed
  • Clients can search for inspections by property address
Overview of client dashboard
3

Accessing order details

0:28
  • Select an inspection to view the main order details page
  • Summary of inspection details is displayed
Accessing order details
4

Payment and agreement status

0:44
  • If payment or agreement is pending, clear buttons will indicate this at the top of the page
Payment and agreement status
5

Viewing inspection reports

1:02
  • Click on View Report to access the inspection report
  • Reports include defect counts and photos
Viewing inspection reports
6

Summary view of defects

1:24
  • Clients can switch to a summary view showing only defects
Summary view of defects
7

Creating repair and random section

1:32
  • Clients can create a Repair and Random section for the report
Creating repair and random section
9

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
Signing the agreement
10

Making payments

2:05
  • Integrated payment options (e.g., Stripe) allow clients to pay easily
  • Invoice will be generated after payment
Making payments
11

Accessing additional documents

2:20
  • Any extra documents added to the template will be available here
Accessing additional documents
12

Adding third-party reports

2:30
  • Clients can view additional reports from third-party inspections
  • Reports can be uploaded with a name and description
Adding third-party reports
13

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
Locked features for pending actions
14

Completing the process

3:19
  • Clients can complete the payment and agreement process to access the report
Completing the process

Next step

Manage an inspectionStatus, links, agreements, automation tracking and manual unlock4:23

Related

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Last modified on September 7, 2026