Onboarding (65 minutes)
Set up once, then walk through your first inspection end to end.Company details and hoursCompany name, logo, license, signature and business hoursOrganization settingsWorking hours, start times and service area for each inspectorServices and pricingDefine what you sell, what it costs and which templates it usesAgreements and e-signatureCreate agreements clients sign before the inspectionBusiness tools and discountsDiscount codes, referral tracking, sample reports and marketing toolsGet paid: Stripe, card, ACHConnect Stripe, pick payment methods and decide who absorbs feesInspection templatesImport a template, then customise its sections and commentsState and official formsTREC, NPMA-33 and Florida insurance forms from the Template HubTurn ratings on or offShow or hide IN and INP ratings per templateCustom fieldsCapture the extra details your reports needImport contactsCSV import from Spectora, ISN, HIP, HomeGauge or HorizonAutomated emails and textsConfirmations, reminders and report delivery, sent for youSchedule an inspectionProperty, client, agent and services, then confirmMobile app basicsLog in, see confirmed inspections, check payment and signature statusWrite the report on your phoneDefects, photos, sections, search, offline and syncReview and publish a reportPhotobank, preview, flags, publish and save to templateWhat clients seeThe portal where clients read the report, sign and payManage an inspectionStatus, links, agreements, automation tracking and manual unlock
How-To’s (27 minutes)
What you do on every job, from booking through to getting paid.Service areas and auto-assignMatch each job to the right inspector automaticallyWhat clients see when bookingThe online booking flow, from your website to the confirmationReschedule an inspectionMove the date and keep the client, agent and team in the loopSave a comment to a templateReuse a comment you wrote on site on every future reportSmart AddDescribe a finding and let AI find the comment or write a new oneAttach a radon, sewer or WDI reportAdd the third-party PDF to a finished report and tell the clientRepair addendum (for agents)Buyer agents build a repair request list straight from your reportRecommended contractorsAttach trusted contractors to the defects in your reportsRe-inspectionsGenerate a re-inspection report and update each defect statusSubcontractor emailsEmail your termite or septic sub automatically when a job is bookedAdd-on upsell emailsPitch termite, septic or radon only to clients who have not booked it
Grow (2 minutes)
Turning finished reports into repeat work and referrals.What’s new (8 minutes)
Recent releases worth a look.What Hive AI adds to each defectContext Layer shows how common a defect is and how hard it is to fixHive CalendarThe calendar built into Hive, alongside Google Calendar