Looking to learn ways to make your business run smoother, more efficiently, and grow? This page contains all the self-guided learning materials for using the Inspector Dashboard for Business Management. This way, you can see all that is available in one place.

Walk-Through Videos

• Setting Up Your Inspector Dashboard & Appointment Manager

Set up Account and Inspector Profile

• Set Up Your Inspector Profile and Contact Information

Set Up Your Appointment Scheduler

• Setting Up Your Inspection Services & Service Groups
• Creating & Editing Agreement Templates
• Using the Starter Agreement Template
• Configure & Enable Public Appointment Scheduler
• Company Settings for Appointments
• Edit Appointment & Report Notification E-mail Templates
• Sharing Appointments Calendar
• Set Up Your SMS (Text) Message Notifications

Managing Appointments

• Creating and Managing Appointments
• Delete, Modify, or Manage Agreements with Appointments
• Manually Mark an Agreement as Signed so the Customer Can View
• Managing Invoices on the Dashboard
• Save or Print an Electronically Signed Agreement

Managing Uploaded Documents

• Edit and Send Report Notifications to Customers and Realtors
• Web Writer: Publish & Send Report Notifications to Clients & Agents
• Send Report to Third Party
• Change Document Viewing Permissions
• Manage Uploaded Documents
• Upload an Additional PDF & Send to Clients
• Using Build Fax Reports
• Download a Report from the Dashboard to Desktop Software

Using the TRM (Time Release Messaging)

• Setup and Use TRM (Time Release Messaging)

Multi-Inspector Cloud Management 

• Multi-Inspector: Work Flow

Reporting Metrics

• Using Business Insights Reports