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⏱️ Estimated time: ~5 minutes

Video Tutorial

1

  • After setting up your profile, navigate to team availability settings
  • This is applicable only for multi-inspector firms
  • If you have multiple inspectors, you can update their information as an admin
Accessing team availability settings
2

  • Go to organization settings for account-level configurations
  • Key areas include:
    • Report Writing
    • Viewing Reports
    • Scheduling
    • Business Management
    • AI Features
Organization settings overview
3

  • Define defect category names (default: maintenance items, recommendations, safety concerns)
  • Set annotation prompts for mobile app during inspections
  • Enable summary feature for reports (digital and PDF)
  • Configure location tags for easy photo tagging
Configuring report writing settings
4

  • Choose to display multiple table of content sections in reports
  • Decide whether to show repair prices to customers (default is on)
  • Control visibility of pricing for buyer’s region
Setting viewing report options
5

  • Select organization time zone
  • Set scheduling restrictions for booking inspections (latest time and buffer time)
  • Decide if pricing for services should be shown on the online scheduler
Adjusting scheduling settings
6

  • Choose between customer agreement signing or checkbox confirmation
  • Enable daily schedule reminders for inspectors (includes inspections and events)
Managing business settings
7

  • Review existing AI features and anticipate upcoming additions
Last modified on August 29, 2026