Inspection Functions

Accessing the Inspection Functions — 0:00

• Locate the three dots for the inspection
• Click to reveal miscellaneous functions related to the inspection

Report Editing — 0:11

• Click on the report editing option
• View all templates associated with the inspection
• Options available:
  • Publish or edit reports directly from the screen
  • Add more reports from the template list
  • Publish all reports at once

Report Preview — 0:33

• Click on the Preview button to access the report preview screen
• View everything the client will see in the future, regardless of payment or agreement status
• Check the status of the report (e.g., in progress) and any additional reports

Client Inspection Review Link — 1:17

• Click on the client link to access the inspection review link
• Use this link in upsell placeholders for clients to review add-on services
• Clients can edit and add services, updating the invoice price

Automation Tracking — 1:43

• Click on the automation option to track sent messages
• View whether automation was successful or failed
• Option to resend automation messages

Agreements Management — 2:11

• Access signed agreements by clicking on the agreements option
• View or download signed agreements

Report Views — 2:24

• Check report views to see who has logged into the reports portal for this inspection
• For a comprehensive view, visit the reports portal sidebar

Updating Inspection Status — 2:42

• Use the status option to update the inspection status without deleting it
• Options include:
  • Review mode
  • Draft mode
  • Cancel inspection
• Confirm the status change

Deleting Inspections — 3:00

• Click delete to prompt cancellation
• Confirm deletion if necessary
• Note: Canceled automation will trigger in both cancellation and deletion cases

Manual Override for Reports — 3:22

• Understand the process to unlock reports (payment and agreement required)
• Option to manually unlock or lock reports for clients
• Useful for cases where ACH payments are involved and reports need to be unlocked before payment settles