Product guide · how it fits
● walkthrough

Two surfaces

From inspection to handover — one joined-up record.

Your team runs delivery in the workspace. Clients follow progress, documents and billing in the portal — without email chains.

Team workspace Client portal Live outputs

Inspectors stay in the workspace; clients see progress, documents and billing in the portal — same record, two surfaces.

Team workspace

Workspace · delivery

Core

  • · Clients & properties
  • · Inspections & doors
  • · Remedials & jobs

Commercial

  • · Quotes & RAMS
  • · Invoices & Stripe
  • · Reporting

Admin & policy

  • · Workspace settings · branding · 2FA
  • · Checklists · pricing maps · CSV templates

Role-based access keeps inspectors focused while owners configure billing, team and client invites.

Owners and coordinators manage invites, exports and billing without giving every inspector full admin access.

Typical flow

Job · Riverside House
1Schedule inspection · capture evidence on siteLive
2Raise remedials · assign work from same door IDs
3Issue quote / RAMS · client approves in portal
4PDF export + invoice · trail stays on the record
5Client views pack in portal · threaded questions back to team

Outputs are generated from the dataset your team maintains — not rebuilt in a separate file each time.

If a quote line disagrees with the inspection, you fix the record — not a detached spreadsheet row.

Client portal

Portal · Acme Facilities Ltd
ComplianceBuilding pack · live status
ReportsInspection PDFs · exports
CommercialQuotes · invoices · pay now
IssuesDoor requests · threaded to team
ActivityLast pack viewed · invoice paid
UsersNamed contacts · property-scoped

Invite client contacts once; they see only their properties and documents — you control access from Team setup.

Help in app Full guide below

Revoke or rotate portal access when contracts end — the audit trail in the workspace remains the system of record.