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Account & Billing

Managing your subscription Plan limits and what happens when you reach them Canceling your account

Bookings

Understanding booking statuses Creating a booking The booking overview page Scheduling and rescheduling Managing services and add-ons Fees Agreements Creating and managing agreement templates Attachments Assigning inspectors Managing multiple contacts on a booking Confirming and canceling a booking Searching and filtering your bookings Bulk actions on bookings

Calendar

Calendar overview Setting your availability Blocking time off

Communication

Sending messages to customers (Threads) Email threads SMS threads Automated messages (Conditionals) Managing your Threads inbox Conditional message variables reference

Contacts

Adding and managing contacts Contact profile and history Merging duplicate contacts Contact roles on a booking

Getting Started

Overview of Inspector Studio Dashboard overview Setting up your organization Inviting team members Your personal account settings Understanding roles and permissions Mobile app overview

Inspection Reports

Report types overview Using the report editor Sections, systems, and rooms Questions and answering items Adding deficiencies and narratives Photos in reports Publishing a report The report viewer — what customers see Sharing a report Permit lookup in reports Reinspections 4-Point inspection form Wind Mitigation inspection form WDO inspection form Roof Certification form Demo reports Report translations

Inventory Manager

Inventory manager overview

Invoicing & Payments

Invoice overview and statuses Collecting payment Partial payments and payment history Setting up payment processing How online payment works Payment processing fees Issuing a refund Requiring payment before delivering a report Sending an invoice reminder Canceling an invoice Writing off or sending to collections

Public Portal & Landing Page

Your public landing page The customer portal The agent portal Booking widget setup and customization

Settings

Business information and branding Services and pricing Roles and permissions Notification preferences Setting up email Setting up SMS Managing your personal account Exporting data

Templates

What is a template Template editor overview Sections and groups Questions, triggers, and answer logic Deficiencies and narratives in templates Importing a template Editing a published template Cross-report automations and photo routing Exporting a template

Other articles

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