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.


  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.


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


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