Features5 min read
Client Portal Setup
Create secure, branded client portals for report sharing, digital signatures, and client communication.
# Client Portal Setup
Create professional, secure client portals for seamless report delivery and communication.
Creating a Portal
Generate a client portal:
- Open any completed inspection
- Click "Share via Portal"
- Set access permissions
- Generate unique portal link
The portal is instantly ready to share!
Portal Features
Clients can:
- View inspection reports online
- Download PDF versions
- Add digital signatures
- Ask questions and communicate
- View photo galleries
- Track inspection status
Security Settings
Control access with:
- Password protection
- Expiration dates
- View-only or download permissions
- IP restrictions (optional)
- Access logs and tracking
Custom Branding
Make portals match your brand:
- Add your company logo
- Customize colors and styling
- Include contact information
- Add custom welcome messages
Digital Signatures
Streamline approvals:
- Enable signature requirements
- Client signs directly in portal
- Signatures automatically attached to report
- Legally binding electronic signatures
Communication Tools
Stay in touch with clients:
- Built-in messaging system
- Email notifications
- Photo upload requests
- Clarification questions
Portal Analytics
Track engagement:
- See when clients view reports
- Monitor download activity
- Track time spent on each section
- Measure client satisfaction
Professional client experience from start to finish!