Customer Portal for Inspection Reports
Partially availableLet customers track their inspection requests and retrieve their approved reports without emailing your team for copies.
The operational problem it solves
Customers ask for status by email, request report copies that someone has to find and attach, and never see their inspection history in one place.
Who uses it
- Customer contacts
- Asset owners
- Operations coordinators
When it is used
Used by customer contacts, from sign-in through tracking requests to retrieving released reports.
What information goes into it
- Customer record
- Their work requests and statuses
- Their approved and delivered reports
- Their assets and permitted findings
- Their permitted invoices
What the user can do
- View active inspection requests with understandable statuses
- Access approved reports and search report history
- Review associated assets and permitted findings
- Retrieve permitted invoices
- Contact the inspection company
Validation and permission checks
- Customers only see records scoped to them, never drafts, internal QA comments, staff-only evidence, internal costs, margins, or other customers' information
- Only approved and delivered reports are visible to customers
Statuses you will see
- Active
- Request in progress, new, quoted, approved, scheduled, or in progress.
- Approved / Delivered
- Report statuses visible to customers.
How information moves through this module
- 01
Input
Approved scope and records arrive
- 02
User action
View active inspection requests with understandable statuses
- 03
Validation
Customers only see records scoped to them, never drafts, internal QA comments, staff-only evidence, internal costs, margins, or other customers' information
- 04
Output
The module's recorded outcome
- 05
Next step
Handed to Invoicing
What it produces, and where it goes next
Self-service access to permitted released information, reducing copy-and-attach email traffic.
Limitations and prerequisites
Today the customer view exists within the platform as a scoped view; direct external customer login accounts are planned. Ask about the current recommended setup during a demonstration.
Module questions
Synthetic preview data shown for illustration.
See Customer Portal in action
A demonstration uses synthetic data and walks through this module against your own company's workflow.
Book a demo