InventoryBase

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

A new and easier way to assign clients on InventoryBase

Assigning/Reassigning Properties in Bulk to a Client

How to switch this setting on or off for a client

Displaying Invoices in a Client's Account

Custom fields allow you to store client details

Adding additional data fields to a Client

Adding your clients

Editing client details

Client-specific Settings

Viewing client history

How to update email notifications for one of your clients or bulk update email settings for all clients

Updating Clients Email Settings

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

Helping a Client get Started with InventoryBase

Clients can now upload existing Word and PDF documents, such as previous reports and safety certificates

A Guide to Clients Adding a New Inspection with the Option to Add Uploads

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

This guide will tell you how to delete a Client from your account and what happens to their reports

Deleting, Disabling or Reassigning a Client

James

Understand how to best use the InventoryBase platform to manage your own Client's portfolio.

Clients

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Developer API

Privacy Policy

Terms of Service

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