Administrator / Keep clients informed
Email updates, photos and approved proofs
Send a one-time update to the saved client email without a portal account, or configure automatic reports for linked portal accounts.
Send without a client account
Open the job → Client Updates, Photos & Email → Send to client email. Check the saved contact address; use Edit Client Email if needed. The full report PDF includes all released updates and photos. No client login is required to read the email or its attachments.
Look for: Send to client email
Choose an automatic email frequency
For a linked client portal account, open Email Updates & Photos. Select the linked client account and confirm its email. Choose Every update, Daily summary or Final report only, then choose secure links or photo previews. Confirm the client requested emails and save. New accounts start off; enabling includes current reports.
Look for: Save Email Preference
Release the client-facing content
Open the job → Client Updates, Photos & Email. Under Release photos and notes to the client, choose photos, write the shared note and choose whether to include recorded locations. Save Client Release. Original evidence is unchanged. Stakeout field updates are shared through their existing field workflow.
Look for: Save Client Release
Send an approved proof with the update
Review the shared report and recipient. After approving the signed proof, select Attach approved proof to include its exact PDF, up to 6 MB. Confirm and choose Send Update Now. Pending, returned or changed proofs cannot be attached. The report and proof must fit within the displayed email size limits; use an approved secure delivery method for larger files.
Look for: Attach approved proof / Send Update Now
Check history and change preferences
Check Delivery history. Accepted means the provider accepted the email, not that the inbox received it. Check an uncertain result before sending again. Manage one job’s override here, or use Turn Off All Report Emails in account email settings.
Look for: Delivery history
Direct client emails attach the full report PDF. Portal emails include a sign-in link to the full report. Both show the latest five updates per job and up to six photo previews. Daily summaries combine changed jobs after 6 PM Pacific. Automatic final reports require office proof approval or a released stakeout result. Server pay and internal notes are excluded.