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.
- Click Service Reports & Quotes from the navigation bar.
- Click the envelope icon next to the service report you want to email.
- 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.
- If there is a quote awaiting approval you can toggle Yes or No to include the quotation when the service report is sent.
- Click Send to send the service report and quote (if included).