Sharing job proof with clients

By the end of this page, your client will have a report in their inbox with timestamps and photos — the proof that ends the “nobody cleaned the restrooms” conversation before it starts.

Owner Admin panel

Before you start

Add an email address for the customer on the Clients page — without one, there’s nowhere to send the report.

Option 1: send it automatically

1. Go to Clients and edit the customer.
2. Turn on “Automatically email the report to this client after each completed job.”
3. Set Auto-send delay (minutes) — the wait after a job is marked complete before the report goes out, so any last photo has time to finish uploading. Default is 30 minutes.

From then on, every completed job for that customer sends itself — no reminders needed.

Option 2: send it yourself

1. Go to Jobs and open the completed job’s Details.
2. Click Send Report.

Screenshot needed

Admin panel → Jobs → Details on a completed job, showing the Send Report button.

If a report has already gone out for that job, the button changes to Resend Report.

What your client receives

A link to a report page — no login required — showing the site, the timestamps, and every proof photo from the visit. They can view it or download it as a PDF.

Next

Continue to Collecting client feedback.