Client Portal

About the Client Portal


The Client Portal is the modern, professional, and interactive web report you deliver to your clients and agents.

It is the published, front-end product that your clients interact with. This is the direct counterpart to the "Inspector Portal," which is the private, back-end where you and your team build the report.

Instead of emailing a simple, flat PDF, you provide a secure, branded, and centralized online hub where your clients and agents can access everything related to their inspection.


What is the Client Portal?


The Client Portal is an "interface" that holds all the different pages and information you choose to provide. By default, this includes:

  • Static Overview Pages: Your company-specific pages, such as "Welcome," "About Our Team," "Standards of Practice," and "Code of Ethics."

  • The Full Report: The complete, comprehensive inspection report, including all your findings, system details, and informational content.

  • Dynamic Summary & Gallery Pages: Powerful, interactive pages that only show the defects, allowing clients and agents to easily filter, sort, and group findings (e.g., by "System" or "Significance").

  • Files & Additional Media: A central hub for all supplementary files, such as radon test results, water quality reports, mold lab results, and your pre-inspection agreement.

  • Reinspection Results: A dedicated dashboard that automatically updates with the status of repairs if you perform a follow-up reinspection.


Key Benefits


For You (The Inspector):

  • Elevated Professionalism: Deliver a premium, modern experience that sets you apart from competitors who use basic PDFs.

  • Full Customization: You have complete control over the branding, layout, and content. Using your master template, you decide which pages are visible and what they contain.

  • Centralization: Stop emailing multiple attachments. All files, reports, and standards are in one easy-to-find location, reducing follow-up questions.

For Your Clients and Agents:

  • Ease of Use: A clean, intuitive, and easy-to-navigate interface that works perfectly on any device (desktop, tablet, or mobile).

  • Interactive Tools: The ability to filter, sort, and search findings (e.g., "Show me only the Safety Concerns") makes the report actionable for repair negotiations.

  • 24/7 Access: A single, secure link gives them permanent access to everything related to their inspection, anytime.

In short, the Client Portal transforms your inspection report from a static document into a dynamic, value-added service.


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