Client Portal SpecMind Pro — included

Report, agreement, payment. One branded link.

Every inspection gets a secure portal page your client opens straight from their email — read the report online, sign the agreement, settle the invoice. No accounts to create, no passwords to reset, and it works on whatever device they're holding.

What clients see

Everything about the inspection, in one place.

The portal is a single, token-secured page under your company logo and colors: the property address, the inspection date, the full report, the agreement status, the payment status, and the name, email, and phone of the assigned inspector. Your client stops digging through email threads for the right attachment — everything about the job lives at one URL. It's the last thing they look at before recommending you, so it looks like your company, not your software vendor.

Report viewing

A report they read, not just download.

Generate a report and the portal link goes live automatically — copy it from the inspection page or let SpecMind email it for you. Clients read the full report in the browser, organized by section with photos inline, or download the PDF any time. Deficiencies are highlighted, so the findings that matter don't hide between forty items that checked out fine.

  • Section navigation. Clients jump straight to Roof or Electrical instead of scrolling a monolithic PDF on a phone screen.
  • Deficiencies highlighted. Problem findings stand out on the page, so buyers and agents see what needs attention first.
  • Always the latest version. Regenerate the report after a correction and the portal updates itself. The link never changes, so no corrected-copy emails.
Agreements

Signed before you knock.

Send the inspection agreement from the inspection page — or let the online scheduler present it during booking — and your client signs on a secure, mobile-friendly page. They review the text, enter their name, and draw or type a signature. Both of you receive a confirmation email, and the signed agreement is stored on the inspection record where it belongs.

  • No account required. The email link is the whole flow — review, name, signature, done. Clients sign in the time it takes to read the agreement.
  • Status at a glance. Every inspection shows whether its agreement is signed, and an unsigned agreement can be resent in one click.
Payments

The invoice lives next to the report.

The portal shows payment status — paid or unpaid — and if there's a balance, a secure Stripe checkout link sits right there. Clients pay by card and a receipt goes out automatically. No separate invoicing email, no awkward follow-up call — the ask sits on the same page as the report they came to read, which is exactly where an invoice should be.

Questions, answered.

Do clients need to create an account?+

No. Each portal link is unique and token-secured — clients click it from their email and they're in. No usernames, no passwords, no reset flows. Any device with a browser works.

What happens if I update the report after sharing it?+

Regenerate the report and the portal automatically shows the new version. The link stays the same, so the client always sees the latest — no corrected attachments, no second email.

Is the portal branded to my company?+

Yes. The portal carries your company logo and colors, plus the assigned inspector's name, email, and phone. Set up your company profile once and every portal page you send reflects it.

Is the client portal included in the free tier?+

Yes. All five free published reports deliver through the same portal Pro accounts use — online report viewing, agreement signing, payment status, your branding. No credit card required to start.

Every feature. One plan.

No add-ons, no enterprise tier. Start with 5 free published reports — no credit card — and keep everything when you upgrade.

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