Client Onboarding Guide
This is the heading
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.
Welcome to PropReportHub. This guide explains how Clients (developers, investors, and project teams) can create an account, submit projects, and appoint consultants through the platform.
Step 1 : Registration
- Visit the PropReportHub website and click on ‘Start a Project’.
- Enter your name, email, and create a secure password.
- Verify your email address through the confirmation link sent to your inbox.
Step 2 : Create a Project Request
- Log into your account and select ‘New Project’.
- Provide details about the property or project, including location and required reports.
- Upload any relevant documents, drawings, or supporting information (up to 30GB per project).
Step 3 : Invite Consultants
- Browse the consultant directory to view profiles and expertise.
- Filter by service type, region, and specialism.
- Invite selected consultants to provide a quotation.
Step 4 : Compare Quotes
- Receive notifications when consultants submit their quotes.
- Compare fees, timescales, and expertise side by side.
- Review consultant profiles, including qualifications and past feedback.
Step 5 : Appoint a Consultant
- Select your preferred consultant and formally appoint them through the platform.
- All appointments are logged with a full audit trail for compliance.
- Confirm fee agreements and timelines with the appointed consultant.
Step 6 : Manage Communication & Files
- Use the platform dashboard to exchange messages with consultants.
- Upload and access project documents securely in one place.
- Keep track of project progress with all records auditable.
Step 7 : Project Completion
- Receive final reports and supporting documents directly through the platform.
- Download and store your documents securely for future reference.
- Provide feedback on the consultant to support quality assurance.
Step 8 : Ongoing Benefits
- Access all past and current projects in one dashboard.
- Re-invite trusted consultants for future work.
- Save time by using one central hub for all reporting needs.
Step 9 : Support & Help
- Access FAQs and guides via the Help Centre.
- Contact PropReportHub support at info@propreporthub.com for assistance.
- Feedback on your experience helps us improve the platform.
Closing Note
By following these steps, Clients can successfully onboard to PropReportHub, appoint trusted consultants, and manage all project reporting needs securely in one place.