Our new Client Portal is redesigned to make it simple and easy for your clients to manage the home inspection process. See below for a timeline of the roll-out plan and a brief timeline of its development!
Add your feedback and upvote improvements here: Client Portal Feature Requests
January 15, 2023 - The New Client Portal is the default
After January 15, 2023, all inspections will use the new client portal experience.
December 15, 2022 - New Client Portal [Beta] is turned on for all companies
The new client portal will be the default for all companies. All inspections scheduled after December 15th will use the new client portal experience. You can disable this default in Settings > Business > Tools Client Portal.
You will also no longer see the new client portal checkboxes on the inspection details page or when scheduling a new inspection.
New Inspections > Miscellaneous
January 2023 - Final Roll-Out
Updated How to Read Your Home Inspection Report (2023) video released for clients
December 2022 - Continued improvements made
The "Review Your Services" Task is now optional
More customization for add-on request communication - text and email alerts
Custom "Review Your Services" Task instructions
Option to request external reviews through the client portal
Custom "Sign Your Agreements" Task instructions
Renamed the "Team" tab to "Contacts" in response to feedback
Closing Date is now optional on the Overview timeline
End of Option Period is now available for the Overview timeline
Milestone ✨ >400,000 Inspections used the new client portal
November 2022 - Continued improvements made
Canceled inspections have a different landing page
Links for individual tasks added for easier navigation
The first To-Do task will always expand
The new client portal is the default for all new accounts and trials
July 2022 - Review Your Services Task released
May 2022 - Leave a Review Task released
April 2022 - Partnership Offers released
Milestone ✨ 100,000 Inspections used the new client portal
March 2022 - ACH Payment option released
February 2022 - Pass on Credit Cards fees released
December 2021 - New client portal Beta launched
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