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Agents can see the inspections connected to them, return to reports and conversations, maintain their contact information, and book the next job—without asking your office to find any of it.
Illustrative portal. Company, contact, property, inspection, and conversation details are sample data.
The agent returns to one account for every inspection your companies have worked on together. The next appointment is prominent; the history remains close behind it.
The next inspection leads with the property, schedule, status, assigned team, services, and available resources.
Past inspections remain connected to the agent, with the reports and shared documents available for each record.
Conversation history stays visible alongside the inspections that make up the relationship.
When online booking is enabled, the agent can start another inspection request directly from the portal.
Every inspection tied to the agent’s role remains in one history. They can open the property record, check the appointment, see the inspection team and included services, and return to released reports and documents.
Illustrative inspection history. Properties, dates, services, personnel, and counts are sample data.
Illustrative conversation list. Subjects, dates, and unread counts are sample data.
Agents can already see the conversations connected to their contact record, ordered by recent activity. That makes the history part of the relationship instead of something trapped in an old inbox search.
Opening the full thread and replying from inside the portal is planned next. The page identifies that expansion honestly instead of presenting it as available today.
Agents can maintain the information your company uses to identify and communicate with them.
Use a saved password or request a one-time code through the email address or mobile number on file.
When your company has online booking enabled, a new inspection request starts from the agent dashboard.
The company’s default language carries into the portal, visitors can switch between English, Spanish, and French, and the signed-in preference is remembered.
One language choice across the customer-facing experience.
The reports they need, the history they remember, and a direct path to the next inspection.
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