Clients
Learn more about how to add your clients to your account and how to manage their settings.
10 articles
Written by Steve Rad and Adelle Naidoo
Adding Your Clients
Written by Steve Rad. Updated over a week ago
Editing Client Details
Written by Adelle Naidoo. Updated over a week ago
Client-specific Settings
Written by Steve Rad. Updated over a week ago
Client-specific Pricelists
Written by Steve Rad. Updated over a week ago
Viewing Client History
Written by Adelle Naidoo. Updated over a week ago
Helping a Client get Started with Property Inspect
What a client can expect to see when first logging into their Property Inspect account.Written by Adelle Naidoo. Updated over a week ago
A Guide to Clients Adding a Self-Service Inspection
The purpose of this support guide is to help tenants/owners/third parties produce a report.Written by Adelle Naidoo. Updated over a week ago
A Guide to Clients Adding a New Inspection with the Option to Add Uploads
Clients can now upload existing Word and PDF documents, such as previous reports and safety certificatesWritten by Adelle Naidoo. Updated over a week ago
Deleting a Client
This guide will tell you how to delete a Client from your account and what happens to their reports.Written by Adelle Naidoo. Updated over a week ago
Live Bookings Availability for Clients
Show clients your availability to avoid being overbooked on certain days and times and set rules for notice periods and available slots.Written by Adelle Naidoo. Updated over a week ago