Agent & Client Dashboards
Agents and clients want to use the inspector with the best tools.
What is Agent & Client Dashboards?
Every agent gets their own dashboard with their own booking form and every past inspection they were on with you. Clients sign, pay, view reports and download documents in one place.
What you get
- Agent portal with repeat booking and past inspections
- Multi-client support on one inspection
- Repair Request Builder built in
At a glance
- Agent dashboard
- Their own link, their own booking form, and every past inspection they were on with your company
- Client dashboard
- Sign agreements, pay, view reports, download documents, and see every past inspection in one place
- Saved as an app
- Agents and clients can save the dashboard to their phone's home screen, branded with your logo
- Rebooking
- The agent's details fill themselves in, so they never retype them
- Kept current by them
- Agents update their own headshot and contact details, which flow through to reports and into your CRM
- Signing
- A DocuSign-like signing experience, with signature and initial blocks anywhere in the agreement
- Payments
- Through Stripe, with downloadable invoices and receipts
- Login required
- None. Links are sent securely by email and opened from there
- Documents
- Anything else attached to the inspection downloads from the dashboard too
How Agent & Client Dashboards works
5 steps, start to finish.
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1
Attach the agent to the inspection
That is the whole setup. Once an agent is on an inspection they automatically get a dashboard.
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2
They get their link by email
Sent from your company. No account to create and no password for them to reset later.
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3
They book the next one from there
The dashboard carries their own booking form, and it already knows who they are, so booking again takes seconds. That is what turns one inspection into a referral stream.
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4
Clients do everything in one place
Sign the agreements, pay, read the report, download the invoice and the receipt, and look back at previous inspections.
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5
Your brand goes with them
Both dashboards can be saved to a phone's home screen under your logo, so your company sits on the agent's phone between jobs.
The parts people ask about.
Treat it as a referral tool
Agents remember the inspector whose dashboard made their job easy. That is the return on it, not the filing.
Attach the agent to give them access
The dashboard only exists for agents who are on the inspection, so capturing the agent at booking is what fills it.
They keep their own details current
An agent changing their headshot or phone number in their dashboard updates your CRM and the reports, without anyone asking you to do it.
Agent & Client Dashboards, answered
Do agents need to create an account?
No. Each agent gets a secure link by email, sent from your company, and everything happens through that link.
Can an agent rebook from the dashboard?
Yes, and their details fill themselves in, so they are not retyping their information every time. That is what turns one inspection into repeat work.
Can agents keep their own details up to date?
Yes. They can change their headshot and contact details themselves, and it flows through to the reports and into your CRM.
Can clients pay and sign from their dashboard?
Yes. Agreements are signed there, payments run through Stripe, and invoices and receipts download from the same place.
Can two clients share one inspection?
Yes. Several clients can be attached to a single inspection, each with their own access to it.
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