The report viewer — what customers see

When you publish a report and share the link with a customer, they open it in the report viewer — a clean, customer-facing presentation of the inspection findings. Understanding what the viewer looks like helps you write reports that read well for the people who matter most.

How customers access the report

Customers reach the report viewer in two ways:

• Direct link — you send them a link (via Threads, SMS, or email). Anyone with the link can view the report without logging in.

• Customer portal — customers who are logged in to the portal see their published reports listed there and can open the viewer from the portal.

The viewer layout

Cover page

The first thing the customer sees is a cover page with your company name, logo, the property address, the inspection date, and the assigned inspector's name. This sets a professional tone and confirms the customer has the right report.

Summary section

Near the top of the report, a deficiency summary shows all the findings at a glance. Deficiencies are grouped by severity (Safety, Major, Minor, Maintenance, Monitor) and color-coded so the customer can immediately see how serious the issues are.

This summary is often the first thing a buyer and their agent review. A clean, well-organized deficiency summary is one of the most valuable things you can deliver.

Section-by-section content

Below the summary, the full report is broken into sections (Roofing, Electrical, Plumbing, etc.). Each section shows the inspector's observations, answers to questions, any deficiencies found in that section, and the supporting photos.

Customers can click through sections using a sticky navigation header, scroll through the full report, or jump directly to a specific section.

Photos

Photos appear inline next to the findings they are attached to. The customer can click any photo to open it in a lightbox for a larger view. Photo captions appear below each image.

Deficiency cards

Each deficiency is presented as a card showing the summary, severity level, detail description, and any attached photos. The severity is color-coded so customers and agents can quickly assess which items need immediate attention vs. which are maintenance items.

Two viewing modes

The report viewer offers two modes the customer can toggle between:

• Full report — the complete report with all sections, observations, and findings.

• Summary view — shows only the deficiencies, organized by severity. Useful for buyers who want a quick overview of issues found.

Mobile-friendly

The report viewer is fully responsive and designed to be read comfortably on a phone. Many customers open the report on their phone immediately after the inspection, so the mobile layout is a priority.

What customers cannot do in the viewer

The report viewer is read-only. Customers can view, scroll, and download — but they cannot edit anything. Signing agreements happens in the customer portal, not the viewer.