Articles are also available for creating to publishing for Desktop only and Mobile only. 

  1. On your Dashboard, Click the "+New Inspection" button. 
  2. Fill out inspection details.  Please note an address and zip code are required to "Save Inspection." You can also choose which template to use in this screen. 
  3. If the inspection is for today, you'll be able to see it the Dashboard Today section. If it is in the future, you can find the inspection you just created in the Schedule on the Dashboard or if you click your name in the top right hand corner of the screen then click Inspections, then click the inspection you created. 
  4. If you did not already select a Template to use in the Create an New Inspection page, on the Inspection Details page under the Reports heading, click New, and then select which template you would like to use for the report. If the inspection is today, it will take a minute to build, then you'll see Edit Report/View.  If the Inspection is in the future, you will be able to see a "Build Now" button that you can click if you'd like to customize the template before the inspection.
  5. The Report will now be available to import onto your mobile device.  When you open the app, if the inspection is today, it will be on your dashboard.  If it's in the future, click "All" to see the list of inspections, find your inspection, and then select Build Now or Import. 
  6. Once you have completed your inspection, be sure to select either "Save to Cloud" or "Save" depending on if you have "Live Sync" turned on.  
  7. When you get back on the desktop, go to Inspections on the drop down menu and Inspection Details. There you will be able to see if the client has paid and if the agreements have been signed.  
  8. Once you are done editing the report, click PUBLISH, and this will send the Automated email you set up in the Automations section.   
  9. If you click VIEW, you can see the Report as the client/agents would see it, and create a savable PDF from this page.  Clients/agents will NOT be able to see the "Edit Report" features on the left side of the page. 
  10. Should you want to see what the Client/Agent see when you publish your report, In Inspection Details, under "People" click Client/Agent View. 
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