CLIENT REPORTS
Show the client the result you have reviewed.
After a visit is approved, publish a report with the summary, checklist items and approved photos you choose to share. The customer views the report in their own portal.
Choose the information that belongs in the report
Select relevant tasks and photos from the approved visit and write a clear summary. The report is a deliberate publication, not an automatic dump of the crew's updates.
Keep the published version clear
A published report preserves the selected information for that version. If a correction is needed, publish a replacement version or withdraw the report's active access.
Keep internal work in the workspace
Internal job notes, review notes and unselected evidence are not included in the client report. Check the selected content before publishing, especially photos that may show personal or sensitive information.
FREE ACCESS
Try the workflow
with your team.
For US cleaning companies with up to 10 cleaning staff: homes, offices, stores and turnovers. After manual approval, start with your real records and editable checklist starters. No training session is required.
Free access. No card required.
Paid access only with your agreement.