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High Level Tips & Tricks
High Level Tips & Tricks
Deeper features for the power user
11 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
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
Turning off Agents from being Shown in Portal and on Reports
Agent Branding
Written by
Casey
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
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