Inspector Hub
Documentation

How Inspector Hub works

Reference guides for scheduling, reporting, client delivery, and everything else the platform does — written for inspectors, not engineers.

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Hosted or self-hosted?

The two ways to run Inspector Hub, what actually differs between them, what self-hosting costs in attention rather than money, and how to move between them.

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Finding your way around

A tour of the workspace shell — what is in the left-hand navigation, why some entries are missing for some people, how to collapse it, and where it goes on a narrow screen.

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Running inspections

Your first week as an inspector

For someone who has just been invited to an inspection company's workspace: what the invite does, where your jobs are, and how to get your first report out.

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Creating an inspection

The two ways a job gets created — the New Inspection wizard and your public booking page — and what each one sets on the inspection.

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Agreements and signatures

How an agreement is sent, who has to sign it, what signing releases, and how anyone can check the signature years later without asking you.

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Writing an inspection report

The full-screen editor an inspector actually works in — rating items, attaching photos, reusing comments, and what the record says when AI helped write something.

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Publishing a report

What the readiness check refuses on, what a published version freezes, and what changes for a client holding the old link when you republish.

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Delivering the report

Who gets the report and by what route, what the delivery record does and does not prove, and why the client portal is the copy that lasts.

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Invoicing and payments

What creates an invoice, how a client pays, what recording an offline payment unlocks, and exactly which amount reaches QuickBooks.

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Rotating your e-signature key

Replacing the key that seals your signed agreements and report versions, and confirming that everything signed before the change still verifies.

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For your clients

Booking an inspection

For homebuyers: how to book an inspection with your inspector online, what you are asked for, and what arrives afterwards.

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Your client portal

For homebuyers: signing in with a link instead of a password, finding your inspections, and getting a fresh link when an old one stops working.

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For agents

Creating your agent account

For real-estate agents: why you get an account at all, how to create one, how to sign in, and exactly what your account can and cannot do.

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Configuration

Your workspace and how it looks

The workspace-wide settings — the two company names and which documents use each, branding, timezone, currency and report defaults — plus what is yours personally rather than the company's.

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Services and pricing

Building the service catalogue — price, duration, the template and agreement each service pulls in, who is qualified to sell it, deposits, and discounts.

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Inspection types and templates

The kinds of property you inspect, the forms you inspect them against, and the workspace defaults that decide how the editor behaves and how long report links live.

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Your content library and the marketplace

The tags, rating systems, defect categories and canned comments your workspace owns, where installed content comes from, and what happens to your own edits when a pack you installed is updated.

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State and statutory forms

Forms that print onto an issuing authority's own PDF — installing one, supplying the authority's document, how revisions follow the inspection date, and what an inspector fills in that no other job asks for.

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Automations

The rules that send messages on their own — what can trigger one, who it reaches, and how to tell whether it actually fired.

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Connected apps

The outside services your workspace talks to — payments, accounting, calendar, video, AI — and the third-party apps you have granted access to your data.

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Billing, seats and usage

Your plan and seat charges on the hosted service, and the usage meters — which exist in both modes, with caps only where there is a plan to cap.

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Security

Your password, two-factor authentication, the bot check on public forms, exporting your data, and deleting the workspace.

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Privacy, retention and your data

How long records are kept, what the erasure log records, your privacy policy and terms, the AI assurance ledger, and getting your data in and out.

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Advanced

Stripe Connect, AI features and the three things you confirm before storing an AI key, and where the rest of your integration credentials live.

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When something is wrong

When a message does not arrive

A checking order for messages that never showed up — including the difference between "we did not send" and "they did not receive", and why a suppressed address stays suppressed.

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When signing or payment fails

Signers on the wrong link or the wrong device, a signature that will not verify, a card that will not go through, and an invoice that does not match what was agreed.

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Reference

Variables you can use in messages

Every placeholder available in automation email and SMS templates, what it renders to, and why an unknown one comes out blank rather than as an error.

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Switching from another system

Switching from Spectora

What comes across from a Spectora export and what does not, how the two products' vocabularies differ, and how to run both during a changeover.

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Switching from ISN

How an ISN move differs from a Spectora one — no vendor-specific importer, a spreadsheet path that works anyway, and where the two products' models genuinely diverge.

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