DEMO

LIVE DEMO You’re seeing the client portal — the read-only view your clients get

For you For your client

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See what your clients see

This is the read-only portal your clients log into — compliance overview, remedials, quotes, invoices and documents, all shared automatically from your workspace.

~5 minutes · 9 pages · You can quit any time

Before you go…

Give every client their own portal

7-day free trial, no credit card, no setup fee. Every client you add gets their own read-only portal automatically — inspections, remedials, quotes and invoices included.

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Properties

See what your clients see

...

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Client portal

Properties Inspections Billing Documents

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Properties Properties Inspections Inspections Billing Billing Documents Documents

Settings Settings

5 Meadow Lane, Leeds, LS6 3PX

Meadow Lodge

1 visit · 6 documents

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Visits

1

1 inspection

Open remedials

0

Awaiting remedial work

Documents

6

Reports, RAMS, evidence

Inspections Remedials Documents 6

Date	Type	Status
02 Apr 2026	Inspection	Completed	View inspection PDF

This is what your clients see

Give every client their own live portal

Inspections, remedials, quotes and invoices — shared automatically, no spreadsheets, no PDFs in email threads.

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