Client dashboards
A dashboard for every client, set up around their contract
Each client sees their own sites, visits and evidence, measured against what they're paying for. You approve what goes on it before it's published, so the service they see is the one you stand behind.
You stay in control
Nothing reaches your client until you approve it
Work is checked
Doneness checks every visit against the contract as evidence arrives.
Problems are resolved
Your designated manager handles anything not done or unclear.
You approve
Your team reviews the visit or the storm report before it's released.
Your client sees it
The approved record appears on their dashboard, with the evidence behind it.
Built around each client
Their sites only
Each client sees their own sites, visits and evidence, nothing else.
Measured against their contract
Status is shown against what the client contracted for, task by task.
Storm reports by morning
Every site cleared, when, and the evidence, ready after each storm.
Portfolio and site views
From every region down to a single visit and its photos.
Your brand
Your logo and name on the dashboard your client logs in to.
Share and export
Send a site's record to a client's insurer or export it for an audit.
Part of the service you sell
Include each client's dashboard and proof-of-service reports in your own service to them. They get evidence instead of assurances, and you get a reason to renew.
Dashboard questions
Yes. Each dashboard is set up around that client's contract, sites and services.
Talk to us about your sites
Tell us how many sites you manage and which services you run. We'll show you Doneness on your own work.