Help / Clients and payment
Hold the report until they sign and pay
Agreements and invoices live in the client portal. You can keep the report gated until both are done.
Step 1
Turn the gate on for the job
On the project, hold the report until the agreement is signed and the invoice is paid. The portal tells the client why they cannot open it yet.
Step 2
They finish in the portal
Buyers sign, pay, then open the interactive report. Agents can toggle repair-request items for negotiations once it is released.
Step 3
Then send the PDF
When both are done, the hold lifts. Share the PDF or the portal link. You stayed covered; they got the document.
Related
Send the agreement
Contracts live on the job. Clients sign in the portal — typed signature on every plan, or DocuSign / Dropbox Sign on Team and Scale.
Invoices, Stripe, and PayPal
Client invoices are your inspection fees. Connect Stripe or PayPal under Firm Billing. Inspecta’s own subscription is under Account → Billing.
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.
Still stuck?
Talk to Inspecta
Chat with support from the app, open a ticket, or email hello@inspecta.test. Inspecta 360 is the software, not the inspector.