Your Hive Inspect workflow
Hive Inspect runs your whole inspection business from one place: Setup → Schedule → Inspect → Report → Deliver- Setup – configure your business, templates, services, and automations
- Schedule – book inspections with automatic client communication (Schedule Inspections)
- Inspect – run the inspection on site with the mobile app
- Report – finalize the report in the Web Editor
- Deliver – clients view reports, sign agreements, and pay in the Client Portal
Setup checklist
Work through these in order for the smoothest experience.1
Connect Google Calendar (10 min)
Sync your schedule so availability and bookings stay accurate. Connect Google Calendar →
2
Business setup (8 min)
Add company details, logo, and hours that fill placeholders in agreements, invoices, and reports. Business Setup →
3
Team availability (5 min)
Set working hours, start times, and service area for each inspector. Team Availability →
4
Inspection templates (12 min)
Import a template and customize sections and comments. Inspection Templates → · Certified Templates →
5
Agreements (3 min)
Create agreements with digital signatures. Agreements →
6
Services, fees & payments (25 min)
Define services and pricing, then connect Stripe. Services & Fees → · Payment Options → · Discount Codes →
7
Contacts & automations (28 min)
Import your clients and agents, then automate confirmations, reminders, and report delivery. Import Contacts → · Automations →
8
Run your first inspection
Schedule it, inspect on mobile, finish in the Web Editor, and deliver through the client portal. Schedule Inspections → · Mobile Reports →
What you’ll be able to do
By the end of onboarding you will be able to:- Configure business settings and keep your calendar in sync
- Build and customize inspection templates
- Collect agreement signatures and payments online
- Import contacts and automate client communication
- Schedule, conduct, edit, and publish inspections
- Understand exactly what your clients see in the portal
Prefer video? Browse all tutorials
Every step above has a short video walkthrough.