Booking as a client through the Client Portal
Letting agents and landlords with portal access can request inspections, manage properties and download reports in one place, without emailing or calling us.
Requesting a new inspection
1
Click Inspections in the top menu, then Add New Inspection in the top-right corner
2
Select an existing property or create a new one. Enter at least the address line, city and postcode, and make sure the furnishing type and number of bedrooms are accurate; they set the correct report template and price
3
Choose the inspection type (Inventory, Check In, Interim, Check Out), your preferred date and time, and add notes such as key collection, access instructions or tenant availability. Upload any supporting documents (PDF or Word), for example a previous Check In report when booking a Check Out
4
Click Save & Continue. The inspection is created with a Pending status until we assign a clerk
What you can do in the portal
- Request and schedule new inspections
- Create or select properties
- Add inspection notes and access details
- Track inspection progress
- View and download completed reports
Availability when booking
Only dates and times we can actually cover can be selected. The calendar checks our opening hours, closure dates and clerk availability, so a greyed-out date means no inspections can be scheduled that day. If you need something outside the available slots, contact us directly.
Tracking status
Pending: awaiting assignment
Assigned: a clerk has been allocated
Active: the inspection is underway
Complete: the report is ready to view
Viewing and downloading reports
Open a completed inspection from the Inspections list and select View Report in the top-right corner. Depending on your permissions you can view a changes-only version, open the photo gallery, export to CSV or Excel, download a PDF, or share the report internally.
Editing or cancelling a request
While an inspection is still Pending you can usually edit its details yourself. Once a clerk is assigned, contact us to make changes.
Need portal access?
Portal access and permissions are set by us. If you are a letting agent or landlord who books regularly and would like your own login, get in touch and we will set it up.
Need an inventory?
Most bookings confirmed within the hour. Reports typically delivered within 3 hours.
