The client portal includes inspection reports on inspections completed by your company for visibility to the client.
Details
Keep your client up to date on the inspections completed at their location(s)! At the end of completing an inspection you have the option to send it to clients. This will generate an email that is sent to your clients. When this is done the inspection is also added to a report in the client portal for all clients at the location to view. Your clients no longer need to dig through their emails to find an inspection that was completed. Just sign in to the client portal and the inspection can be viewed from there!
Who Has Access?
Once a client is added within Swept they have access to the client portal at https://client.sweptworks.com/login
Only inspections that have been emailed to any client at a location using Send to Clients will appear in the client portal. If there are two clients assigned and one client is emailed the inspection then it is available for both to see in the client portal.
Instructions
- Sign in at https://client.sweptworks.com/login with the username and password provided by your cleaning company.
- Select Inspections from the left hand menu.
- Inspections Report
- You will see your inspections listed in a table. Use the search bar at the top to narrow down your search.
-
The following information displays for each inspection:
-
Inspection Name
-
Location Name
-
Date
-
Completed By
-
Exceeds - With each inspection point completed in an inspection there is a rating. This is the percentage of points that were rated exceeds standards.
-
Meets - With each inspection point completed in an inspection there is a rating. This is the percentage of points that were rated meets standards.
-
Below - With each inspection point completed in an inspection there is a rating. This is the percentage of points that were rated below standards.
-
N/A - With each inspection point completed in an inspection there is a rating. This is the percentage of points that were not rated.
-
-
- Click on an inspection to view the inspection.
- Inspection Details
- At the top of the inspection you will see the percentage of the inspection that exceeded standards, met standards, was below standards and were not inspected.
- To the left of the inspection information you will see the location name, date completed and who completed the inspection.
- With the inspection you will see each area inspected and each point within that area. With each point you will see the rating of exceeds standards, meets standards, below standards or N/A. If you see an arrow click it to view comments and pictures taken during the inspection.
- In the top right corner click on the Download button to download the inspection details to a PDF.