Send reports to a client / landlord automatically when completed
Associate the report with the correct client / landlord in Web app
- Click to Clients/Landlords in the menu of HelloReport web app.
- Choose the landlord or a client you want to associate with a property.
- Click to Properties on that client.
- Click Associate Properties.
- Choose the properties you wish to link with the landlord or client.
- Finish by clicking Associate properties.
Send reports to the landlord associated with the property in Web App
- Go to Account and choose Report Settings in the top right corner of the page.
- Click to General in Report Settings.
- Turn If property is linked to client/landlord, automatically email completed reports to them on (slide right).
- Finalise by clicking Update.
Updated on: 30/06/2023