Reports, sharing, and clients

The client portal

Updated 2026-11-12

A client account is a customer's own sign-in: it reads that one client's record — its properties, what is installed, contacts, checklists and sign-offs, photos, and the report — and can raise service requests and send a login the team asks for, but cannot change anything else.

The portal has its own simple header: the product name, your organisation's name, and your picture and name, which open a menu with Profile and Sign out. The Theme choice sits at the foot of every page. There is no search, no tree, and nothing from any other client.

The first page carries your organisation's name and these sections:

Properties: each site the team has recorded for you, with its type and address.
Contacts: the people the team has on file.
Service requests: what you have asked for, and the team's replies.
Logins the team asked for: shown only while the team has asked you for a login; see Send a login the team asked for.
Report: everything recorded under your account.
Photos: the photos filed on your account.

Look at a property

Press a property under Properties.

Contacts for that site.
What is installed: room by room, each device with its type, make and model, and its status where it has one; each rack and what is mounted in it; and the Cable runs with their cable ID, label, cable type, and status.
Checklists: each one marked In progress or Complete, with how far along it is.
Photos of the property.
Report for this property alone.

Press ← All properties to go back.

Read a checklist and its sign-off

Press a checklist on a property's page. Each step says whether it is done, still to do, or not applicable, with the answer it recorded and the photo taken for it where there are any. The technician's own notes on a step are not shown, as they are not in your copy of the report. If the work was signed off, Signed off shows the signature (or the typed name), who signed, their role, and when.

The checklist is read-only here: the technician ticks the steps and takes the signature on site. See Checklists and work orders.

Download your report

Under Report, on the first page or on a property:

View report opens it as a page in a new tab, ready to print.
Download PDF saves a PDF.
Download Word saves a Word document.

Your copy of the report is made for you: it leaves out the team's internal notes, files, access details, and credentials.

Raise a service request

On the first page, press Raise a request in Service requests.
In What do you need?, write one line the team can act on.
Under About, choose the property it concerns, or The account as a whole.
Add Details: what is wrong, where, and since when.
Press Raise a request.

Your request is listed with its state (Open or Closed) and the day you raised it. When the team answers, their words appear under Reply from the team.

When the team needs a login only you hold — your internet provider's admin page, say — they ask for it here instead of by phone or email. The request appears on the first page under Logins the team asked for, with the team's note about where to find it.

Press Send beside the request.
Type the Username and Password (press Show password to check what you typed), and any Notes, such as an account number.
Press Send to the team.

It is encrypted the moment it reaches the team and is never shown on this page again. The request then reads Sent — the team will check it, and later Received, or Not used — the team may ask again.

Change your profile or password

Press your picture or name in the header, then Profile. You can change your name, contact details, and picture, and your password under Password. See Accounts and security.

For the team: set up a client account

An owner or admin opens Settings, then Accounts, presses Add account, chooses the Client role, and sets Limited to the client. The customer then signs in on the usual sign-in page and sees only the portal.

On the client's own page, the team reads requests under Service requests, types a Reply, presses Save reply, and uses Close request (or Reopen). Write one down records a request that came in by phone.