Sharing with Clients

Once your inspection is complete, you can package everything the client needs into a single delivery.

Building a Client Package

1. Open a project and tap Send to Client
2. Select which inspection to include
3. Choose what to package:
   • Inspection Report — Always included (PDF)
   • Invoice — Toggle on if an invoice exists
   • Service Agreement — Toggle on if an agreement is attached
   • Project Documents — Select any uploaded documents to include
4. Tap Generate to create the package

The client receives a single link to an interactive report page with all selected documents. They can view the report, download the invoice, read the agreement, and access attachments — all from one page.

Auto-Generated Invoice

If your inspection has services with prices, a draft invoice is automatically created when you save. You can review and edit it before sending.

Sending Agreements for Signature

You can send agreements to clients for electronic signature:

1. Open the project with an attached agreement
2. Tap Send for Signature
3. Confirm the client’s name and email
4. Tap Send

The client receives an email with a secure link. They can read the full agreement, then draw their signature on a signature pad. Once signed, the status updates automatically in your project.