Clients

Learn more about how to add your clients to your account and how to manage their settings.

10 articles in this collection
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 this week

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 certificates

Written 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