High Level Tips & Tricks

Deeper features for the power user

12 articles in this collection
Written by Michael Wagstaff, Casey, and Alexis Nicholls

FAQ For Clients/Agents

How to Sign an Agreement, Pay Fees, View Report, and Create a PDF

Written by Casey
Updated over a week ago

Management Tools

How to Capture Client/Agents's Current Address during Scheduling

Scheduling options

Written by Casey
Updated over a week ago

Create an Unconfirmed Inspection Request

Create a placeholder inspection request to save data without confirming

Written by Casey
Updated over a week ago

How to Un-Cancel/ Reschedule a Cancelled Inspection

Put Cancelled inspection back on calendar

Written by Casey
Updated over a week ago

Turning off Agents from being Shown in Portal and on Reports

Written by Casey
Updated over a week ago

How to use a Quality Score to rate each property you inspect

Quality scores allow you to give a 0-100 rating for a property. Here's how they work.

Written by Michael Wagstaff
Updated over a week ago

Reports

How to set up a placeholder inspection

Hold an inspection time or postpone an inspection without blocking your calendar

Written by Michael Wagstaff
Updated over a week ago

List of Placeholders

Full list of placeholders and what they do

Written by Casey
Updated over a week ago

How to customize the links to reports and the Inspection Details page

Replace the buttons for Inspection Details with custom text or images

Written by Michael Wagstaff
Updated over a week ago

What is Smart Layout??

Not sure what smart layout does or how it affects your PDF display? Read more below!

Written by Alexis Nicholls
Updated over a week ago

Getting Agreement Signed On Site

How to pull up the agreement to get it signed on site

Written by Casey
Updated over a week ago

New Features

How to be an app tester

Alpha testers get a first look at upcoming features and releases!

Written by Michael Wagstaff
Updated over a week ago