All updates
Redesign
Client portal: the properties' day at a glance
The client portal has a new home screen: a summary of the day, jobs as cards with their photos, the status of each property and the latest report. The calendar is easier to read.
Your clients and owners open their portal to find out where their properties stand today. The home screen answers that question first. Nothing has been removed.
The home screen
- At the top: “Hello”, the date, the number of properties followed and the choice of day.
- A banner sums up the day's jobs: completed, in progress, upcoming, late.
- The day's jobs are shown as cards: time, type, property, status, inspection approved, property ready for arrival, and the photos (“View photos”). The first name of the people on site is shown if the client is allowed to see assignments.
- Alongside: “Your properties” with their status for the day, the “Latest report” (amount, payment, PDF) and “Recent documents”.
- The table of jobs stays below, with badges to filter by type.
- The client's logo and your company's welcome message are kept.
The calendar
- A single bar: Week, 2 weeks or Month, previous or next period, Today and search.
- Stays as a thin line, jobs as badges coloured according to their status, with the time. Today's column is highlighted and a legend explains the colours.
- On a phone, the calendar opens on the current day.