Simple for the client. Controlled by you.
Each link is signed. Set an expiry or revoke it when a contact changes. Vault pages are kept out of search results.
Lighthouse Restaurant Group
Download report PDFGenerated with HoodCleaningReport
One branded link holds every visit, the next service date, and every PDF. The GM pulls the service record instead of digging through email. Opens through the share page are logged on Pro.
Each link is signed. Set an expiry or revoke it when a contact changes. Vault pages are kept out of search results.
Customer, location, service date, hood system, technician, and report type.
Before-and-after photos, scope, access limitations, deficiencies, and recommendations.
Issue date, PDF copy, and the people who received the record.
Past reports and the current next-service recommendation for the client location.
Shoot it the way you already do. Send the report before you leave.