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A walkthrough of

A page-by-page refresher on the ReportLink customer portal — what each section shows, and how to use it.

What’s inside:

Jump to a specific section using the links below, or scroll through the whole walkthrough.

  • Site Issues – Documentation of issues BFC technicians identify during service visits.
  • Assets – Asset photos for services that include the installation of materials.
  • Labors – Asset photos for services that do not include the installation of materials.
  • Photos – A combined gallery of all photos submitted to your portal.
  • Exports – A log of every report you’ve exported from the portal.
  • Inspections – Documentation of inspections completed at your sites.

Site Issues

Documentation of issues BFC technicians identify during service visits.

Each entry shows the date the issue was identified, the site, the issue location, a description, and the resolution status, along with any photos taken. Common issues include frozen evaporator coils, broken belts, hail damage on coils, broken condensate drain lines, holes in the roof membrane, standing water, and clogged drains.

Use the filters at the top of the page to narrow the results, then export to Excel or download individual photos as needed.

  1. Filter by customer, site, issue type, resolution status, or date range.
  2. Click Export XLS to download the filtered list as a spreadsheet.
  3. Click any photo to download it at full resolution.

Assets

Displays asset photos for services that include the installation of materials.

Filter changes, belt replacements, and similar work appears here. Each row shows the asset, site and last service date, along with dated before-and-after photos for each visit.

Filter the list to narrow results, then export to Excel with or without the service photos attached.

Additional information such as manufacturer, model and customer tag are visible with our Asset Data Collection program.

  1. Filter by customer, site or date range.
  2. Click Export XLS for a spreadsheet, or Export XLS with photos to include service images.
  3. Click any photo to download it at full resolution.

Labors

Displays asset photos for services that do not include the installation of materials.

Coil cleaning, vent cleaning, and similar non-material services appear here, along with dated photos for each visit. Each row shows the site, inventory ID, service name and description, address, and the date the work was completed.

Filtering and export options work the same way as the Assets page.

  1. Filter by site name, service name, or date range.
  2. Click Export XLS for a spreadsheet, or Export XLS with photos to include service images.
  3. Click any photo to download it at full resolution.

Photos

A combined gallery of all photos submitted to your portal.

This page allows you to browse photos across all service types in one gallery. By default, photos are not organized by date or location — use the asset name filters to narrow the gallery.

  1. Filter by asset name.
  2. Click any photo to download it at full resolution.

Exports

A log of every report you’ve exported from the portal.

Each row shows the report type, when it was queued, when it completed, the filters that were applied, and a download link. Past exports remain available here for re-download.

  1. See the report type, dates, and filters applied for each export.
  2. Click Download to retrieve any past export.

Inspections

Documentation of inspections completed at your sites.

When BFC technicians complete an inspection survey, the survey name and the count of associated work orders appear here.

  1. Click the survey name to view the associated work orders.

Still have questions?

If something in the portal isn’t working as expected, or you can’t find what you’re looking for, contact your Customer Success Specialist.

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