Client Report Vault

One link for every hood cleaning report at the location.

Give the restaurant GM, owner, property team, or AHJ a durable report handoff. The recipient opens a signed link, reviews current and past records, sees the next service date, and downloads the PDF without creating another account.

ProClean Services Client Vault
Lighthouse Restaurant

Next service · October 27, 2026

Post-cleaning reportReady
Inspection reportReady
Prior service history4 reports

The customer problem

Stop making clients search old email threads.

A PDF is useful on delivery day. A Vault link stays useful when a fire marshal asks six months later, a restaurant manager changes, an insurer requests prior work, or the office needs to confirm the next service recommendation.

01

No recipient login

The customer opens the signed link directly. Your reporting workflow does not create another password or portal invitation for the GM.

02

Location history

Keep past inspection and post-clean records tied to the client location so recipients can retrieve the right service visit later.

03

Next service visible

Carry the recorded interval and next recommended date into the handoff instead of leaving it in a separate scheduling email.

04

PDF still included

Recipients can download and forward the branded report when a customer, owner, insurer, or authority needs a file copy.

Link controls

A share link should be simple for the client and controlled by the contractor.

Each Vault link is signed. The contractor can set an expiry or revoke access when a recipient changes. The link identifies the allowed customer record without exposing a public, indexable report URL.

Vault and share routes are blocked from search crawling and return noindex directives. That keeps customer-facing records out of the marketing sitemap and search results.

Report handoff

Keep the Vault tied to a complete service record.

Service identity

Customer, location, service date, hood system, technician, and report type.

Evidence

Before-and-after photos, scope, access limitations, deficiencies, and recommendations.

Acknowledgement

Customer signoff, issue date, PDF copy, and the people who received the record.

History

Past reports and the current next-service recommendation for the client location.

From PDF to retained record

Publish once. Give the customer a place to find it later.

Start with three reports or three days free. No card required.

Create my first report See the CompanyCam workflow See the branded PDF builder See deficiency documentation Compare Vault and audit features by plan