InventoryBase

Learn how to set up Clients in Inventory Base so they automatically receive notifications and completed reports, streamline communication, and access their own portal to manage inspections independently.

Managing Your Clients

What a client can expect to see when first logging into their InventoryBase account

Helping a Client get Started with InventoryBase

If you are listed as a client with access to the Client Portal, you can easily request inspections, manage properties, and view completed reports—all in one place.

Client Portal User Guide

Show clients your availability to avoid being overbooked on certain days and times and set rules for notice periods and available slots.

Live Bookings Availability for Clients

How to switch this setting on or off for a client

Displaying Invoices in a Client's Account

A Guide to Clients Adding a Self-Service Inspection for Tenants and Third Parties

James

Adelle Naidoo

Managing properties or inspections for someone else? Add them as a client to keep reports organised.

Managing Clients

Create a custom design with text, images, and links

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