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New Client Portal Roll-Out
New Client Portal Roll-Out

We are excited to upgrade the client portal experience

James Dixon avatar
Written by James Dixon
Updated over a week ago

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

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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