Clients
7 articles in this collection
Written by James and Emma Campbell
Written by James and Emma Campbell
Adding your clients
Written by James
Updated over a week ago
Updated over a week ago
A Guide to Clients Adding a New Inspection with the Option to Add Uploads
Clients can now upload existing Word and PDF documents, such as previous reports and safety certificates
Written by Emma Campbell
Updated over a week ago
Updated over a week ago
Viewing client history
Written by James
Updated over a week ago
Updated over a week ago
Editing client details
Written by James
Updated over a week ago
Updated over a week ago
Client-specific pricelists
Written by James
Updated over a week ago
Updated over a week ago
Client-specific Settings
Written by James
Updated over a week ago
Updated over a week ago
Deleting a Client
This guide will tell you how to delete a Client from your account and what happens to their reports
Written by Emma Campbell
Updated over a week ago
Updated over a week ago