Clients

Adding additional data fields to a Client

Custom fields allow you to store client details

Written by Emma Campbell
Updated this week

Adding your clients

Written by James
Updated over a week ago

Editing client details

Written by James
Updated over a week ago

Client-specific Settings

Written by James
Updated over a week ago

Client-specific pricelists

Written by James
Updated over a week ago

Viewing client history

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

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

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

Written by Emma Campbell
Updated over a week ago

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

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

Written by Emma Campbell
Updated over a week ago