Client Onboarding Guide
Welcome to PropReportHub.
This guide explains how new Clients can create an account, post projects, review consultant quotations, and appoint the right specialist for their needs.
Step 1 : Create Your Account
- Visit www.PropReportHub.com.
- Select “Join as a Client” on the homepage.
- Enter your name, company details (if applicable), email address, and a secure password.
- Verify your email using the link sent to your inbox.
Step 2 : Set Up Your Project Profile
- Click “New Project” in your dashboard.
- Enter details: project name, site address, project type, reports required, deadlines.
- Upload supporting documents.
- Submit your project for consultant matching.
Step 3 : Receive Consultant Quotes
- Consultants are invited automatically.
- You will receive notifications of new quotes.
- Quotes include: scope, fees, timescales, delivery schedule, consultant credentials.
- You can message consultants for clarification.
Step 4 : Compare & Select Your Consultant
- Compare fees, timescales, experience, and notes.
- Select “Appoint Consultant” when ready.
- There are no fees for clients.
Step 5 : Appointment & Project Delivery
- Consultants receive instant confirmation.
- You can exchange documents and messages securely.
- Track progress and downloads from your dashboard.
- All actions are time-stamped.
Step 6 : Manage Your Ongoing Projects
Your dashboard includes:
- Active Projects
- Awaiting Quotes
- Quotes Received
- Appointed / In Progress
- Completed Projects
- Uploaded Reports
- Messages & Notifications
Step 7 : Client Access & Features
As a client, everything is free:
- Post unlimited projects
- Invite consultants to quote
- Compare quotations
- Secure communication workspace
- Up to 30GB of secure document storage
- Access to all new features
- No upgrades, no subscriptions, no charges
Summary
- Register
- Create a Project
- Receive Quotes
- Appoint Your Consultant
- Manage & Download Reports