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Send the scope to the client or agent

34 sec, filmed in the app on our demo cleaning business

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Send the scope to the client, or to the property manager, as a PDF or as a live link they can approve on their phone.

From the checklist, download a PDF, or email it straight to the agent with a short note. Share link copies a link to a live page of the checklist. On their phone, they see how far along the clean is, room by room, and can approve the scope by typing their name.

Every approval is kept under Scope Acceptances, with who approved it and when.

In this video

  1. 0:04

    Email the PDF

    From the checklist, download a PDF, or email it straight to the agent with a short note.

  2. 0:11

    Share link

    Share link copies a link to a live page of the checklist.

  3. 0:15

    The client approves

    On their phone, they see how far along the clean is, room by room, and can approve the scope by typing their name.

  4. 0:24

    Scope Acceptances

    Every approval is kept under Scope Acceptances, with who approved it and when.

Common questions

Can the agent get the scope as a PDF?

Yes. From the checklist, download a PDF or email it to the agent with a short note.

How does the client approve the scope?

Share link gives them a live page of the checklist. They see how far along the clean is, room by room, and approve by typing their name.

Where are approvals kept?

Under Scope Acceptances, with who approved it and when.

Read more

Read the transcript

Let's send the scope to the client, or to the property manager.

From the checklist, download a PDF, or email it straight to the agent with a short note.

Share link copies a link to a live page of the checklist.

On their phone, they see how far along the clean is, room by room, and can approve the scope by typing their name.

Every approval is kept under Scope Acceptances, with who approved it and when.

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