Clients
Sharing Inspection Reports with Clients
Share quality results with clients.
Last updated June 4, 2026
Sharing reports builds trust and demonstrates accountability.
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Client Report Sharing
From the client list, you manage which reports are shared with each client.
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Share a Report
Go to Inspections → Results, find the report, click Share with Client. It becomes visible in their portal immediately.
3
Auto-Share Rules
Go to Settings → Client Sharing to auto-share reports above a quality threshold (e.g., 85%+ only).
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Pro tip: This lets you review lower-scoring reports before clients see them.
4
What Clients See
Shared reports show: overall score, area breakdown, photos, and action items. Internal comments are never visible.
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Important: Once shared, a report cannot be un-shared.
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Need help? If you have any questions or run into issues, reach out through the Support section in your dashboard.