Documentation

Getting started with Inspector Hub

Documentation

Applies to: Hosted only

Deploying it yourself starts differently — see Hosted or self-hosted? and the engine's own quickstart.

Ten minutes, four steps.

1. Register and activate

Registration asks for your email address and nothing else. No password on the form, no card.

You are then sent an activation link. Clicking it is what creates your account and your company — which is why nothing exists until you do.

Two things people ask at this point:

The link expires. If yours has, register again; nothing was half-created.
The same email can register more than one company. There is no cooldown and no limit. Inspectors who run a second brand, or set one up for someone else, do exactly this.

2. Your company is being set up

You land on your dashboard immediately, and the workspace behind it is prepared in the background — the page updates itself when it is ready rather than making you refresh.

While you wait, fill in the two things every document you send depends on:

Your company name, and your legal name if the registered entity differs from the name on the truck. Which documents use which is in Your workspace and how it looks.
Your logo and colour, which is what a client sees on the booking page and the report.

3. Your first teammates

Invite people from the team page: an email address and a role. They get their own invitation, set their own password, and land in the same workspace.

Seats are counted from invitations, so invite the people you have rather than the people you might have.

The four roles and the nine permissions behind them are in Adding team members and setting permissions. If you are a sole inspector, skip this step entirely — you are the owner and you already have everything.

Point anyone you invite at Your first week as an inspector.

4. Cross into the workspace

Your account and your billing live in one place; the inspections live in the workspace. Opening your company takes you there, signed in — you do not sign in twice.

If you run more than one company, you get a picker. It offers Remember my choice, and the next visit then counts down and opens that company for you.

Both ways out of that countdown are on the row, and they are different decisions:

Cancel stops this launch only. The countdown runs again next time.
Stop launching automatically withdraws the preference for good.

Use the second one if you came here to switch companies — that is the one case where an automatic launch is working against the reason you opened the page.

Then: set up enough to take a booking

The shortest path to a real job, in order:

Services — what you sell and for how much. Attach a template and an agreement to each one and they arrive with the job. Services and pricing
A template — the form you inspect against. Import one if you are coming from another product: Switching from Spectora
Your working week — when bookings can land. Scheduling, availability and the booking page
Your booking page — the policies a client meets.

Then create one inspection yourself and take it all the way through, on a property you do not mind experimenting with: Creating an inspection.

Before you send anything to a real client

Three checks, five minutes:

Publish a test report and open it as the client would, from the link rather than from your own session.
Sign a test agreement on a phone.
Pay a test invoice, if you take payments.

Each of those exercises a seam between you and somebody outside your company, which is where surprises live.