A client portal built for damp surveyors
Deliver reports through a branded client portal instead of a chain of email attachments. Clients view, sign off and pay in one place, and you get a clear record of exactly what was sent and when.
A professional delivery experience
Clients get a clean, branded space to open their report rather than hunting through their inbox. It reflects well on your firm and makes the report easy to find again later.
Sign-off and payment in one place
Clients can sign off the report and settle the invoice from the portal, so delivery and getting paid happen together rather than as separate chases.
A record you can rely on
The portal logs what was delivered, viewed and signed, giving you an audit trail if a client later queries what they received. See how it fits the full damp surveyor platform.
Client portal FAQs
What is the client portal for?
It is a branded space where your clients can view the reports you deliver, sign them off, and pay, without a chain of email attachments. It gives clients a professional experience and gives you a clear record of exactly what was sent and when.
Is it white-labelled?
On the plans that include white-labelling, the portal and the reports carry your branding rather than SurveyMate's, so the whole delivery looks like your firm.
How does it help with disputes?
Because the portal records what was delivered, viewed and signed off, you have an audit trail if a client later queries what they received. For housing work that record sits alongside the Awaab's Law and HHSRS evidence.