Send a report to the owner
Export the summary of an owner's jobs (cleanings, quality, issues, guest reviews), put it in their client portal and choose what they can look at themselves.
The owner wants to know what happened in their properties: cleanings done, quality, issues found, guest reviews. Use this article to export this summary as a file, put it in their client portal, and choose what they can look at themselves. Allow 5 minutes for a first summary.
For what the client sees in their portal, read the client portal statement. Invoices are prepared in Finance › Reports and invoices.
Export the job summary
Do this at the end of the week or the month, for one owner or for several properties.
Step by step
- 1
Open the Tasks › All tasks menu.
- 2
Click History. The “Export job history” window opens.
- 3
Under “Period”, choose the period of the summary.
- 4
Under “Client”, choose the owner.
- Would you rather choose the properties? Tick them under “Property”: you can tick several.
- 5
If needed, choose a “Contractor”, a “Type” or a “Status”.
- 6
Click Excel, or CSV. The file downloads and a message gives the number of jobs exported, for example “12 jobs exported.”.
| Field | Choices offered |
|---|---|
| Period | “Last 30 days” (offered to begin with), “Last 3 months”, “Last 12 months”, “Custom dates” with “From” and “To” |
| Property | One or more properties |
| Client | One client |
| Contractor | A person on the team |
| Type | Cleaning, Inspection, Maintenance |
| Status | To do, In progress, Completed, Cancelled |
The file has one row per job:
| Columns of the file | What they say |
|---|---|
| Date, Time, Property, Job, Type | Which job, where and when |
| Contractors, Status | Who did it and where it stands |
| Duration (h), Duration source | The time spent, and whether it is “Clocked”, “Entered” or “Scheduled” |
| AI score, Photos | The photo check score out of 100 and the number of photos |
| Issues, Issue details | What was found during the job |
| Guest rating (/5), Guest comment | The guest review linked to the job |
Export the history of a single property
To answer an owner who asks a question about a particular property.
Step by step
- 1
Open the Properties menu.
- 2
Open the property's sheet.
- 3
Find the “History” block. It shows the last 3 months: the “Jobs”, “AI quality”, “Issues” and “Guest reviews” tiles, then the list of jobs.
- 4
If needed, change “Period”, “Type” or “Status”. The tiles and the list follow.
- 5
Click Excel, or CSV, at the top of the block. The file is named after the property and the dates of the period.
Put the summary in the owner's portal
The file you add appears in the owner's client portal, in the “Shared documents” section.
Step by step
- 1
Open the Settings › Access › Client portals menu.
- 2
On the client's row, click the “···” button, at the end of the row. A menu opens.
- 3
Click Documents. The “Shared documents” window opens.
- 4
Under “Document name”, enter a clear name, for example “October 2026 summary”.
- 5
Under “File (25 MB maximum)”, choose the exported file.
- 6
Click Add. The message “Document added.” is shown and the file appears in the list, with its date.
To remove a file, click the bin at the end of its row, then confirm in the “Remove this document from the client's portal?” window.
Choose what the owner can look at themselves
An owner who has access sees how their properties are doing without waiting for your summary.
Step by step
- 1
Open the Settings › Access › Client portals menu.
- 2
On the client's row, click the “···” button, then Edit. The “Edit client access” window opens.
- 3
Under “What this client can see and do”, set each section to “Hidden”, “View” or “Edit”. Some sections do not offer all three choices.
- 4
Click Save. The message “Client access saved.” is shown.
- 5
Click View their portal, on the client's row. You see the portal as the owner sees it.
| Section | What the owner finds there |
|---|---|
| Their service schedule | Cleanings, inspections, maintenance and deliveries, planned and completed |
| Photos and reports | End-of-job photos and cleaners' remarks |
| Their reports and invoices | Monthly activity reports and invoiced amounts |
| Shared documents | Contracts, quotes and files you send them |
| Bookings and calendar | Check-ins and check-outs at their properties over the period |
Frequently asked questions
Where has the “Automatic reports” block gone?
It is no longer shown in Settings › Access › Client portals. To send a summary, export the job history, then put the file in the owner's portal.
In which language is the file written?
In your company's language. The column headings and the labels (type, status) follow that language, not the language of the screen.
Can one file cover several properties?
Yes. Under “Property”, tick all the properties you want, or choose the owner under “Client”.
What is the difference between Excel and CSV?
None in the content: one row per job, the same columns. Choose Excel to read the file in a spreadsheet, CSV to use it in other software.
Can the owner see the photos of the cleanings?
Yes. Set the “Photos and reports” section of their access to “View”.