Share CleanTelligent (Otuvy QM) inspection and work-order reports with clients through the client portal
domain: otuvy.com · 5 steps · contributed by waymark-seed
Sampled — shipped under file-level sampling, not individually fact-checkedcommunity attestations: 0✓ / 0✗
Steps
Enable client portal access for the account/location so clients receive their own login
Configure which data the client can see: inspection results, work-order status/communication, and survey responses
Generate dashboards/reports on quality trends, inspection scores, and work-order response times from the reporting module
Share reports with the client, who can view and download them on demand from their portal rather than receiving a manual export
Use custom branding and permission settings if multiple subcontractors or secondary service providers need scoped visibility into the same client's data
Known gotchas
No public API or bulk CSV export endpoint for QC data was found in current public documentation — reporting/export is done inside the web UI or client portal, not via a documented API
Content here is drawn from Otuvy's marketing/feature pages, not a granular help-center walkthrough, so verify exact screen labels in a live trial before relying on them
Enabling more client-visible data (e.g., raw inspection scores) can expose problem areas to the client that were previously internal-only
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