Client portal: the price of each cleaning, and a statement

Until now, a client only saw an amount once the monthly report was approved. They now see the price of each cleaning, on the day itself, and can list all their cleanings over the period of their choice.

On the client's dashboard

• To the right of each cleaning of the day: its price excl. tax, its price incl. tax, and the word “provisional” as long as the cleaning is not invoiced.
• Once the monthly report is approved, the price becomes final: it is the one on the report.
• A property with no rate shows “Price to come”, never €0.
• The dashboard now shows the day only: the table of jobs and the photo gallery at the bottom of the page give way to the Statement.

The new “Statement” menu

• A table: date, property, checklist, tasks done, price excl. tax, price incl. tax and status (provisional or invoiced).
• Three filters: the period (this month, last month or two dates), the property and the checklist — only the checklists used for this client.
• The total excl. tax, the tax and the total incl. tax of the selection. For an approved month, the total is that of the month's report.
• On each row, the “Photos” link opens the cleaning report: the ticked tasks, the remarks, the photos, and the price applied. “Back to the statement” returns to the same place.
• An export as PDF or spreadsheet, in the client's language, stating “This document is not an invoice”.
• On a phone, cleanings are shown as cards, day by day.

What you set

• The “Their reports and invoices” section is now always open: a client always sees their prices, their statement and their invoices. An access where it was hidden is opened automatically.
• The contractor's name appears in the statement only if the “Assigned contractors” section is open.
• The links to the photos and the cleaning report follow the “Photos and reports” section.
• The cleaning duration, pay and internal notes are never shown to the client.