Client portal: your properties in photos, with the price of each service
“My properties” now shows each property as a large tile. One click opens its sheet: listing photos, the services chosen by your provider with their price, and the linen and consumables supplied at each cleaning.
Until now, “My properties” was a simple list of names and addresses. The page becomes a gallery: each property has its tile, with the photo of its listing when the property management software provides it.
In a property's sheet
- The listing photos, which you can scroll through.
- Check-in and check-out times, capacity and tags.
- The services (checklists) chosen by your provider, with the price excl. tax and incl. tax of each one for this property.
- The linen and consumables supplied at each cleaning, item by item, with their quantity.
- The property sheet, which you can complete if your access allows it.
For the provider
In Settings › Access › Client portals, the “Edit client access” window has a new “Checklists and prices” section: tick the checklists the client sees, and choose whether they see prices, linen and consumables. The setting applies to all of the client's accesses. A service done with a checklist that is not ticked stays in the services, the Statement and the reports, but does not appear in “My properties”. To set several clients at once, tick their accesses in the table, then “Edit access rights”: you can add or remove checklists, and show or hide prices, linen and consumables.
Prices come from the same calculation as reports and invoices. A person whose access does not open “Reports & invoices” sees the services, linen and consumables, never the prices.