Help / Clients and payment
Using the client and agent portal
Buyers open jobs to sign, pay, and read the report. Agents see the same job and can mark repair-request items.
Step 1
Sign in to the portal
Clients and agents sign in at /portal with the email on the inspection — not the inspector workspace at /login. The job list shows inspections tied to their email.
Step 2
Agreement, payment, report
Open a job to sign, pay, chat, and view the report. If the inspector held the report, it stays closed until signed and paid.
Step 3
Repair requests
Findings marked for repair can be toggled by the agent during negotiations. The inspector chose those flags in the writer.
Related
Hold the report until they sign and pay
Agreements and invoices live in the client portal. You can keep the report gated until both are done.
Send the agreement
Contracts live on the job. Clients sign in the portal — typed signature on every plan, or DocuSign / Dropbox Sign on Team and Scale.
Publish the PDF
Generate the report from the writer, preview HTML, download PDF, and share a link. Hold it in the portal until signed and paid if you want.
Still stuck?
Talk to Inspecta Home
Chat with support from the app, open a ticket, or email hello@inspecta.test. Inspecta Home 360 is the software, not the inspector.