Help / Clients and payment

Using the client and agent portal

Buyers open jobs to sign, pay, and read the report. Agents see the same job and can mark repair-request items.

Sign in to open this screen

1. Step 1

   Sign in to the portal

   Clients and agents use /portal, not the inspector workspace. The job list shows inspections tied to their email.

2. Step 2

   Agreement, payment, report

   Open a job to sign, pay, chat, and view the report. If the inspector held the report, it stays closed until signed and paid.

3. Step 3

   Repair requests

   Findings marked for repair can be toggled by the agent during negotiations. The inspector chose those flags in the writer.