Sending a fresh link every time you publish a report works, until a client asks for 'the one from last winter' and you are digging through sent items. The new client portal fixes that: one permanent, branded link per client that always shows everything you have produced for them.
What your client sees
- Your logo, your brand colour and your company name in the header.
- Every published survey report for their property or portfolio, newest first.
- Every quotation you've sent them, with its current status.
- A neutral report domain — no AyeInspect branding in the URL or on the page.
How to send it
Open your Surveys page, find the client in the Client portals list and hit Copy portal link. Paste it into an email, your CRM, your quote footer or your invoice. The link does not change, so it keeps working as you publish more work for them.
Why it wins repeat work
A managing agent or landlord who can pull up every roof they own in one branded place stops treating you as a one-off contractor. It also makes the annual re-inspection conversation easy — last year's report is sitting right there next to this year's.