How to email a Service Report to a landlord via the Compliance Portal

Agency clients can email Service Reports to the respective landlord(s) directly from the Service Reports & Quotes page. If you want to see all service reports, quotes, or invoices for a particular property you can do this by accessing the Documents page.

  1. Click Service Reports & Quotes from the navigation bar.



  2. Click the envelope icon next to the service report you want to email.

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  3. Ensure the details are correct. A popup will be presented containing the default details for the landlord. If the details are incorrect, you can enter the correct details manually.

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  4. If there is a quote awaiting approval you can toggle Yes or No to include the quotation when the service report is sent.

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  5. Click Send to send the service report and quote (if included).
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