Have you been added as a client with access to your own Client Portal?
This guide is designed for clients and will help you get started—showing you how to request inspections, manage your properties, track progress, and view or download your reports, all in one place.
What You Can Do in the Client Portal
Using the Client Portal, you can:
Request and schedule new inspections
Create or select properties
Add inspection notes and access details
Track inspection progress
View and download completed inspection reports
❗ Your Client Portal access and available options are managed by the inspection provider who added you as a client and conducts your inspections.
Please contact them directly if you need access or permission changes.
Adding a New Inspection
You can request a new inspection directly from the Client Portal, without needing to contact your inspection provider.
This option is available only if your provider has granted you permission to add inspections. If this option isn’t available, please contact your inspection provider to discuss your requirements or request an inspection on your behalf.
1. Click Inspections in the top menu, then select Add New Inspection in the top-right corner.
2. You will be asked to either:
Select an existing property, or
Create a new property
When creating a new property, enter the Address Line 1, City and Post Code at a minimum.
ℹ️ Please ensure the furnishing type and number of bedrooms are accurate.
If your inspection provider uses price lists, this information helps apply the correct inspection template and pricing. Even if pricing isn’t affected, keeping these details accurate ensures inspections are set up correctly.
3. Provide the information needed to schedule and prepare for the inspection by:
Selecting the inspection type (e.g. Inventory, Check In, Interim, Check Out)
Choosing your preferred inspection date and time*
Adding inspection-specific notes, such as:
Key collection details
Access instructions
Any additional requirements
Uploading any relevant documents, if needed
These details help the inspection team prepare and carry out the inspection smoothly.
ℹ️ Examples of documents you may wish to upload include:
Previous inspection reports (e.g. a Check In report when requesting a Check Out)
Gas or safety certificates
Other supporting documents
Note: Only PDF and Word documents are supported.
4. Click Save & Continue to submit your request.
The inspection will be created with a Pending status, meaning it is awaiting assignment by the inspection provider.
Inspection Availability When Booking
When requesting a new inspection through the Client Portal, only available dates and times can be selected.
The system checks the Inspection Provider's availability before allowing an inspection to be scheduled, including:
Business opening hours
Business closure dates
Holiday periods
Clerk availability
If inspections are not available on a specific day, that date will be disabled in the calendar and cannot be selected.
What This Means for You
You can only request inspections on days when they can be carried out
Disabled dates indicate inspections are unavailable
Fewer delays caused by rescheduling
A smoother and more reliable booking experience
ℹ️ If a date is unavailable in the calendar, it means inspections cannot be scheduled on that day.
If you need help with availability or have a specific scheduling request, please contact your inspection provider.
Viewing Inspection Status
Once submitted, inspections appear in your Inspections list.
Each inspection will show a status, such as:
Pending – awaiting assignment
Assigned – inspector has been allocated
Active – inspection is underway
Complete – report is ready to view
This allows you to track progress at a glance.
Viewing and Downloading Inspection Reports
When an inspection is finished, it will be marked Complete.
Only completed inspections will have reports available to view.
To view the report:
Click on the inspection in the Inspections list
Select View Report in the top-right corner
From the available drop-down options, you may be able to:
View a Changes / Actions Only version of the report
Open the Report Gallery
Export the report to CSV / Excel
Download the report as a PDF
Share the report internally as needed
❗ The options available in your Client Portal depend on the permissions set by your inspection provider.
If an option is not visible, please contact your provider to discuss your access or request changes to your permissions.
Managing Properties
Depending on your access permissions, you may be able to:
Create new properties
Update property details
Property management helps ensure inspections are linked correctly and reported accurately.
Editing or Cancelling an Inspection Request
If changes are needed after submitting an inspection:
Some details may be editable while the inspection is still Pending
Once assigned, changes may require contacting your inspection provider
ℹ️ Available options depend on the permissions set by your provider.
Notes, Access & Key Information
When requesting an inspection, use the Notes field to share:
Key locations
Alarm or access codes
Tenant availability
Special instructions
ℹ️ Providing clear notes helps avoid delays and ensures accurate reporting.
Need Help?
If you’re unsure how to complete an action in the Client Portal or have questions about an inspection, please contact your inspection provider or Support Team for assistance.