Clients are a fundamental element of your workflow. If you are managing a property on behalf of an agency, landlord, or owner, we encourage you to add them as a Client within your account.
You can choose to allow your client access to their own Client Portal, allowing them to self-manage inspections, view reports, and interact with their data directly. This streamlines communication, reduces administrative workload, and provides clients with greater visibility and control over their properties.
Difference between Contacts and Clients
Clients | |
Contacts are additional individuals involved in a specific inspection, such as tenants, landlords, agents or third parties. | Clients are key stakeholders—such as agencies, landlords, or property owners—that you manage properties for. |
Their details are added on a per-inspection basis. | Clients are added at the account level and are integrated into your ongoing workflow. |
Use Contacts to send specific notifications, reports, or documents related to an individual inspection. | Clients can be granted access to their own Client Portal to self-add inspections, view completed reports, and track activity. |
Contacts typically only require limited access or communication. | Clients have broader access and visibility, reducing administrative work and improving collaboration. |
Adding a Client
Adding clients correctly ensures seamless communication, accurate report sharing, and efficient property management through their dedicated Client Portal.
To add a client to the system, simply navigate to the Clients section in your Inventory Base dashboard and click Add Client. Enter their details, assign any relevant properties, and set up portal access if needed.
1. Navigate to your Clients tab at the top of your online dashboard, and click on the Add New Client button.
2. Add the client’s name and email address — these are the only mandatory fields. However, we recommend completing as much additional information as possible to ensure accurate records and smoother communication.
ℹ️ If the client requests for others within their organisation to receive the same notifications, you can include additional email addresses in the Additional Emails field. These recipients will receive all relevant updates alongside the primary contact.
3. Issuing login details is optional — you don’t need to give clients access to their portal if you don’t want them to view or manage linked properties. Simply untick ‘Send Login Details directly to Client’ if you'd prefer not to send their username and password immediately.
4. If you send a Client their login details, they’ll be able to access their own Client Portal.
This portal looks very similar to your dashboard, but with limited sections—Clients will only see the Inspections and Properties tabs, along with the activity related to those inspections.
Client-Specific Settings
Client-specific settings let you customise which inspection types and report options apply to each Client. This helps you tailor their workflow, keep their inspections consistent, and make sure the right settings are automatically applied to all of their properties.
1. Navigate to the Client's tab at the top of your online dashboard, and click on the Client you want to customise the settings for.
2.