Clients

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12 articles in this collection
Written by James and Emma Campbell

Displaying Invoices in a Client's Account

How to switch this setting on or off for a client
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Written by Emma Campbell
Updated over a week ago

Adding additional data fields to a Client

Custom fields allow you to store client details
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Written by Emma Campbell
Updated over a week ago

Adding your clients

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Written by James
Updated over a week ago

Editing client details

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Written by James
Updated over a week ago

Client-specific Settings

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Written by James
Updated over a week ago

Client-specific pricelists

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Written by James
Updated over a week ago

Viewing client history

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Written by James
Updated over a week ago

Updating Clients Email Settings

How to update email notifications for one of your clients or bulk update email settings for all clients
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Written by Emma Campbell
Updated over a week ago

Helping a Client get Started with InventoryBase

What a client can expect to see when first logging into their InventoryBase account
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Written by Emma Campbell
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
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Written by Emma Campbell
Updated over a week ago

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

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Written by Emma Campbell
Updated over a week ago

Deleting, Disabling or Reassigning a Client

This guide will tell you how to delete a Client from your account and what happens to their reports
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Written by Emma Campbell
Updated over a week ago