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Once your report is generated, InspectIQ gives you flexible options for getting it into your client’s hands. You can share a secure online link, send an email with a PDF attachment, or fire off a quick SMS — all from within the work order. You can also track whether your client has opened the report, resend it at any time, and download a copy for your own records.
Clients can view their report on any device — phone, tablet, or desktop — directly in their browser. They don’t need to download an app or create an InspectIQ account.

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Deliver a Report to Your Client

1

Open the work order

From the Dashboard or Jobs list, tap the work order whose report you want to deliver.
2

Go to the Report tab

Tap the Report tab inside the work order and confirm your report has been generated. If it hasn’t, tap Generate Report first.
3

Tap Deliver Report

Tap the Deliver Report button to open the delivery options panel.
4

Choose your delivery method

Select one or more of the following delivery methods:
  • Secure Online Link — Sends the client a unique URL they can open in any browser.
  • Email with PDF attachment — Sends an email to the client’s address with the report attached as a PDF.
  • SMS with link — Sends a text message to the client’s mobile number containing the secure report link.
5

Add a personal message (optional)

Type a short personal message to include with the delivery. This appears above the report link in the email or SMS.
6

Send

Tap Send Report. InspectIQ delivers the report immediately and logs the delivery time on the work order.
Include a brief personal message when delivering the report — something like a thank-you and a note on next steps. It adds a personal touch and helps clients know what to do after reading the report.

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Track Whether Your Client Has Viewed the Report

InspectIQ shows you exactly when your client opens their report. On the Report tab of the work order, you’ll see a Delivery Status section that displays:
  • The date and time the report was delivered
  • Whether the client has opened the report (Viewed or Not yet viewed)
  • The number of times the report has been viewed
This is useful for following up — if a client says they haven’t received the report, you can instantly confirm delivery status and resend if needed. If a client loses their link or you need to share the report with someone else (such as a real estate agent), you can resend or copy the link at any time:
  • Resend — Tap Resend Report to send the same link again via email or SMS.
  • Copy Link — Tap Copy Link to copy the secure report URL to your clipboard and share it however you like.
The link remains the same each time, so resending doesn’t create a new version.

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Download a PDF Copy

To save a copy of the report for your own records:
  1. Open the Report tab on the work order.
  2. Tap Download PDF.
  3. The PDF saves to your device and can be stored, printed, or uploaded wherever you need it.
It’s a good practice to keep a copy of every report you deliver as part of your business records. By default, secure report links remain active for 90 days after delivery. After that, the link will no longer be accessible to the client. You can adjust the default expiry period in Settings → Business Settings → Report Templates. If a client needs access after a link has expired, simply open the work order and tap Resend Report to generate a fresh active link.