Give every client a branded login where they can view their inspection report, pay invoices, and manage their account — no phone calls or email attachments required.
Clients log in with your company code and see only their reports, their invoices, and their account. Clean, simple, professional.
Clients view their published inspection report right in the browser. Full-screen mode and one-click print are built in.
Outstanding and paid invoices from Stripe and Square in one view. Clients click "Pay Now" and pay instantly through the payment provider.
A clean welcome screen with report count, pending invoice count, total amount due, and quick links to everything.
Clients can register passkeys (Face ID, Touch ID, Windows Hello) for passwordless login. No passwords to forget.
Clients change their password, register or delete passkeys, and view their account info — all self-service.
The portal login page shows your company logo and name. Clients see your brand — not ours.
After you publish a report, invite the client from the inspection editor. They get an email with login credentials and can view their report immediately.
When your inspection is complete, publish it from the editor. Only published reports appear in the client portal.
Enter the client's email. The system creates a portal account and emails them their login credentials automatically.
The client visits your branded portal, enters your company code and their credentials, and sees their report and invoices immediately.
Outstanding invoices show a "Pay Now" button that links directly to your Stripe or Square payment page. No chasing payments.
Every company's data is completely isolated. Your clients never see another company's reports, and portal sessions are kept separate from inspector sessions.
Every query filters by company. No cross-tenant data leakage.
All portal forms and APIs use CSRF tokens with secure hash verification.
Bcrypt hashing with password_verify. No plaintext passwords stored.
ES256 + RS256 passkey verification. Sign count tracking per credential.
Whether you invoice through Stripe or Square, your clients see everything in a single invoices page. Outstanding balances are front and center with a direct "Pay Now" button.
Combined Stripe and Square invoices matched by client email
Status badges: Paid, Due, Pending, Void, Draft, Canceled
Direct links to hosted payment pages — no re-entering card info
PDF invoice download when available through Stripe
The client portal is included on every plan. Invite your first client right after you publish a report.
No extra cost. No add-ons. No per-client fees.