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High Level Tips & Tricks
High Level Tips & Tricks

Deeper features for the power user

Support Team avatarMallory Lydon avatarMichael Wagstaff avatar
By Support and 5 others6 authors23 articles
How to Setup & Use Deferred Payments
Next Gen Web Editor Troubleshooting Tools
FAQ For Clients/Agents
Converting Scheduled Inspections to Next Gen
Sending Debug Information in the Next Gen App
How to Change Roles
Merging Agent Contacts

Management Tools


How to Capture Client/Agents's Current Address during Scheduling
How to Clear Alerts
Setting Up Franchising & Multi-Location Companies
How to Handle a Dispute
How to Un-Cancel/ Reschedule a Cancelled Inspection
Turning off Agents from being Shown in Portal and on Reports

Reports


Using Global Search on Reports
How to Un-Publish a Report
How to set up an unconfirmed inspection
Transfer a Report Completed in the Wrong Inspection Address
How to customize the links to reports and the Inspection Details page
What is Smart Layout?
PDF Filler for editing State-Specific PDFs & Special Forms

New Features


How to Recommend Local Contractors
How to be an app tester
Partnering with Local Contractors
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