Reports for clients

Question 1

What is in a report?

Accepted Answer

A report is a PDF with your company logo. It shows the site, the date, the score by area, the photo proof and the issues with their status. It is the proof you send to the client.

Question 2

How do I send a report to a client?

Accepted Answer

Email it to the client's contacts in one tap, or share a link. The client does not need an account to open the link. Each link expires after a set time, and you can turn it off early.

Question 3

Can clients get a summary every week or month?

Accepted Answer

Yes. Turn on a weekly or monthly summary for a client. Mopful emails it on its own, with the scores, the inspections done and the issues fixed in that period.

Question 4

Where do I see how my sites are doing?

Accepted Answer

The dashboard shows scores by site, area and item, and how they change over time. It also lists the sites with the lowest scores and the items that fail most often, so you know where to send a supervisor first.

Question 5

Can I export my data to a spreadsheet?

Accepted Answer

Yes. Export inspections, scores and issues as a CSV or Excel file, for example to share with a client or to keep your own records.

Reports for clients

Guides

Questions

What is in a report?