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Clients

James avatar Emma Campbell avatar
7 articles in this collection
Written by James and Emma Campbell

Adding your clients

James avatar
Written by James
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
Emma Campbell avatar
Written by Emma Campbell
Updated over a week ago

Viewing client history

James avatar
Written by James
Updated over a week ago

Editing client details

James avatar
Written by James
Updated over a week ago

Client-specific pricelists

James avatar
Written by James
Updated over a week ago

Client-specific Settings

James avatar
Written by James
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
Emma Campbell avatar
Written by Emma Campbell
Updated over a week ago
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