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