Client reports

A monthly report for every client, sent by email

Patrolly builds a PDF for each client with the patrols done, the incidents, the response times and the site visits. It goes out by email. Your clients never need a login.

Example Patrolly monthly report for a shopping centre showing patrols done, incidents, response time, site visits, patrols each week, a list of incidents and a note from the security company

How the monthly report works

  1. 1

    Set it up once

    Pick the client, the sites and the people who get the report. Choose the day of the month.

  2. 2

    Patrolly builds it

    It uses what your team already captured: patrols, entries, incidents, response times and site visits.

  3. 3

    It goes out by email

    The client gets a PDF with your logo. You can look at it first, or let it go out by itself.

Every report your clients get

All of them go out by email as a PDF. Nobody has to log in.

Reports without more logins

Only your own staff log in to Patrolly. Your clients just get an email.

No login for clients

The client opens an email. There is nothing to install and no password to forget.

Your logo and your words

Reports carry your company logo and your own note, so they look like they come from you.

Only the right people

Each client has its own list of people who get the report, and every report that goes out is logged.

Questions

Common questions

Not here? Message us on WhatsApp and we will answer.

Do clients need a login?
No. They get the report by email. Only your own staff log in to Patrolly.
Can we choose what goes in the report?
Yes. You choose the sections for each client and add your own note.
Can one report cover several sites?
Yes. A report can cover one site or all of a client’s sites.
Can we send it to more than one person?
Yes. Each client has a list of people who get it.
Is it sent automatically?
Yes, on the day you choose. You can also send one by hand at any time.

Want to see a client report?

Message us on WhatsApp. We show you a monthly report built from sample data, with your own logo.