Client Portal

Learn how to use the client portal in Swept.

The Swept Client Portal is available in your browser as a web app! Communication can still also be completed in the Swept+ mobile app. The Client Portal allows you to engage with your clients like never before, focusing on challenges like visibility, communication, engagement, & ease of use.

Communication: Your clients can easily communicate with required staff members and your company regarding any questions, concerns, or requests they may have.
Inspection Reporting: Provides inspection reports on inspections completed by your company for visibility to the client.

Access Client Portal

As a client, you can access the client portal at https://client.sweptworks.com/login

NOTE: We'd recommend bookmarking the portal link for convenience.

Instructions

Sign in at https://client.sweptworks.com/login with the username and password provided by your cleaning company via email.
In the left-hand menu, you can view available features for the client. Click on the feature below to learn more!
- Messages: Clients, managers, and supervisors assigned to the same location are able to communicate through the client message board. If the client is not assigned to a location, they are able to communicate with admin managers only.
- Inspections: Clients are able to search and view the inspections completed at their location(s) that have been sent to any client at the same location once the inspection is completed. For example, if the location has two clients assigned and one client is emailed the inspection, then it is available for both to see.
Along the top, you will see your cleaning company name, and to the right, you can view:
- Messages: This will take your client to their client chat. Clients, managers, and supervisors assigned to the same location are able to communicate through the client message board.
- Your avatar: When clicked on, you can see the option to sign out.

View Inspections

Only inspections that have been emailed to you by your cleaning company will appear 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 is displayed for each inspection: Inspection Name, Location Name, Date, Completed By, and Inspection Markers: Exceeds standard, meets standard, below standard, not inspected.

- 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 was 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. 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.

Client Messaging

Instructions

Sign in at https://client.sweptworks.com/login with the username and password provided by your cleaning company.
Click on Messages in the left-hand menu to be taken to the client chat. In the client chat, you can send a message, send files (this includes images and files like Word documents, PDFs, spreadsheets, audio files, and short videos), and use emojis.

⚠️ Send a File

Have a file or an image to send along? Swept allows you to send up to 10 common files in one message. This includes images, Word documents, PDFs, spreadsheets, audio files, and short videos. You can add files in two different ways:

Click on the attached photo paperclip icon. Browse your computer for the files. You can select one or select multiple. Click open.
Drag and drop your files into the message field.

Once your files are added, click the send arrow to send them to all users within the channel.

Translation

If your device or browser is set up in a different language than a sent message, it will automatically translate. You can see the message in the original language by hovering your mouse over the message and clicking the translated symbol.

Mute/Unmute a Channel

This is a user-specific action, so only the user can mute and unmute a channel. To mute a channel, click on the three dots in the top right of the channel. Select mute notifications or unmute notifications.

If you have any questions, contact our technical support team in our chat or email us at support@sweptworks.com.