Help center
Reports, sharing, and clients
Reports and downloads, share links, and the client portal.
Reports and sharing
Every client and property has a report — everything recorded under it as a page to print, a PDF, or a Word document — plus spreadsheet downloads of its tables, and an owner or admin can share a property's report through a link that needs no sign-in.
The client portal
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.