Customer Portal: Dashboard
Customer Portal: Dashboard
The SwiftReporter Customer Portal is where you can view appointment details, pay invoices, sign agreements, and access your inspection report (when available). The dashboard is the main hub.
How to access the portal
You may receive an automatic sign-in link from your inspector by email, or you can sign in with a one-time code:
- Open Access your portal.
- Enter your email address and select Send code.
- Enter the six-digit access code from your email and select Verify and continue.
- If needed, use Resend code after the short wait or Use a different address to start again.
If you confirmed a public booking with an email code, select Go to portal from the booking confirmation. You are already signed in and do not need to enter another code.
What you’ll see on the dashboard
- Appointments: upcoming appointment date/time and location details.
- Invoices: any outstanding invoices that need payment.
- Contracts: any agreements that need a signature.
- Report: access to the report when it’s ready (this may require payment first, depending on your inspector’s policy).
Quick actions
If there’s something you need to do (for example pay an invoice or sign a contract), you’ll see a clear action button to complete it.
Need help?
Use the Inspector page in the portal to find contact information if you have questions about timing, payment, or access instructions.
For inspectors: preview the customer portal
Inspectors can use the same email one-time-code flow to preview the customer experience. While previewing the portal, a banner states You're viewing the customer portal. Select Return to your account to return to the inspector app.