Reports for clients

Every submitted inspection produces a report for the client. It is a PDF with your company logo, and the same content can be opened with a link.

What is in a report

• Your logo (or your company name as text), the report title, the site, the client, the inspector, the date and time in the site's time zone and how long it took.
• The score and its band, and a table with the score of each area.
• Each problem found, with its photos, the comment and its status: Fixed with the fix photo, or Not fixed yet.
• The site's last closing proof: date, time and the alarm and door photos, or "No photo" and the reason.
• A footer saying that the photos are time- and GPS-stamped by the cleaner's phone.

The report is made in the language of each person who receives it, English or Spanish.

Choose who gets reports

Open the client and add report recipients: up to 10 people, each with an email, a name, a language and the reports they want (inspections, weekly summary, monthly summary). If the list is empty, reports go to the client's own email.

Then choose how reports are sent:

• Manual. You send each report yourself.
• Automatic. The report is emailed as soon as it is ready.

Send a report

When the inspection shows "Report is ready", tap Send. Each recipient gets one email in their own language with the score, the closing proof date and a button to open the full report. The PDF is attached when it is small enough, and the link is always there. Sending is allowed for the owner and for members who can send inspections. Without signal, a send on the phone is queued and goes out when you are online.

Share a link

To give the report to someone who is not on your list, copy a link. The person does not need an account, and the page can be printed. A link:

• expires after 30 days by default. The owner can change that in the company's report settings, from 1 to 365 days, and you can choose another length for one link,
• can be revoked at any time. You can revoke one link or all links of a report, and the list shows when each was made, how many times it was opened and when it expires,
• shows the score, the areas, the problems with photos and fix status and the closing proof. It never shows ids, emails, addresses, access codes or comments on items that passed.

A link cannot be shown again after it is made. If you lose it, make a new one. An expired or revoked link looks the same as one that never existed. Copying a link needs a connection.

Give a client access to reports

On the client's page, the owner can choose Give report access to invite a person from the client. They see only their own reports, they do not count as users, and they do not cost anything.

Weekly and monthly summaries

Turn the weekly or the monthly summary on for a recipient. The weekly one goes out on Friday at 4:00 PM, the monthly one on the 1st at 9:00 AM for the month before, in the client's time zone. A summary shows the inspections done, the average score, the problems found and fixed, still open ones and how many nights were closed with photos. If nothing happened in that period, nothing is sent.

Your logo

The owner uploads the company logo in the company settings. It is a PNG, JPG or WebP file up to 2 MB. It appears on reports, emails and the report page. Without a logo, your company name is shown as text.