All updates
Feature
Client portal: issues reported in properties
Your clients can see, in their portal, the issues your cleaners report in their properties (breakage, faults, leaks…), with photos and what is being done. You choose, client by client, whether they see them.
In the client's portal
- A “Reported issues” entry in the menu, just after “My properties”, with the number of open issues.
- At the top, three figures: to be handled, being handled, resolved this month. Then filters: open, resolved, all, and one or more properties.
- One card per issue: type, “Urgent”, property, description, photos and date. Next to it, the details: the photos in large and what has been done (reported, being handled, visit planned, resolved).
- The client never sees your internal note or the names of office staff. The cleaner's name only appears if the “Assigned contractors” section is open.
At the office
- Settings › Access › Client portals: new “Reported issues” section, set to “Hidden” until you open it, client by client.
- Operations › Reported issues: in an issue's panel, the “Visible to the client” switch hides that particular issue from the client portal.