SEE SAMPLE REPORTS

l

GET 5 FREE REPORTS

No Watermark, No Obligation

LOGIN

Log Into Your Account

SEE SAMPLE REPORTS

l

GET 5 FREE REPORTS

No Watermark, No Obligation

LOGIN

Log Into Your Account

< Back
You are here:
Print

How to Use Teams

Our first release of Teams is now available! There will be additional Teams features coming in the near future, but learn how to start using Teams now!

This feature will allow others on your team to provide back-office support, schedule inspections, perform inspections, and more. Below you will find instructions on how to start building your team. (Note: You must have a Pro Subscription to build a team)

Go to your Settings, and click on the Manage Team button. Then click CREATE A NEW TEAM.

Your Team Name and Logo will pull from your Company Profile under your Settings. At this point, as long as you have a Pro Subscription, you can hit Confirm and create your team. Then, you can start inviting members.

After filling out the email address you would like to invite, select their role. This will determine the monthly cost of that team member and what permissions they have.

You will be able to choose between these roles:

  • Admin – Full access with no limitations
  • Inspector – Basic access that allows your inspectors to perform inspections, but not edit anything on an admin level
  • Scheduler – There is no charge for this particular type of user. They will have access to scheduling components, but not to templates and other admin features, and they are not able to perform inspections
  • Manager – Managers have nearly all the access that an admin does. They are able to perform inspections, edit templates, and more, but do not have access to higher-level account information/access, such as deleting the account and billing

If you need to remove a team member at any point, simply click the Edit button next to their name, and hit the Remove button. Once a team member is removed, that member will not be able to access any of the Admin’s info. Also, the Admin will not continue to be charged for that team member on the next billing cycle.

To assign an inspector(s) to an inspection, open the inspection and you will find the button Assign Inspectors. Click that, choose a time slot and an inspector, and click Done. This inspection will now be able to be performed by that inspector. You can assign multiple inspectors to one inspection as well.

Table of Contents