Your first week as an inspector

This page is for an inspector who has just been invited to a workspace. It assumes you have used inspection software before and have never used this one.

The invitation

The link in your invitation creates your account and puts you in the company's workspace with the inspector role. It is single-use and it expires — if yours has, ask whoever invited you to send another; there is nothing you can do from your side.

Set up three things before your first job, in this order:

1. A password, and two-factor authentication while you are there.
2. Your profile — your name, your photo, and your licences and certifications. Those are snapshotted onto every report you publish, so getting them right now saves reissuing reports later.
3. Your signature, so you can pre-sign agreements without drawing one each time.

All three are in Settings → Profile, except the password, which is Settings → Security.

Set your own timezone too, if you work in a different one from the office. It is a personal override and it changes only what you see.

Where your work is

/inspections is the list. The tabs are workflow stages, and you can choose which columns you see — that choice is yours, stored in your browser, and does not change anybody else's view.

Opening one job gives you everything about it on a single page: the schedule, the people, the agreement, the report, the money — Managing an inspection.

Your first report, end to end

1. Open the editor from the job. Three panes: sections, items, detail. Learn J and K for moving, 1–5 for rating, and / for the canned comment library, and you will be quicker than you expect — Writing an inspection report.
2. Photograph from the item, not from your camera app. Photos attach to the finding you are on. Working on a tablet, and what happens when the signal drops, are in Inspecting on a tablet or phone.
3. Publish when the check is clean. The readiness check refuses on defect comments that still contain unfilled placeholders, and on missing location or trade where your company requires them — Publishing a report.
4. Send it. Each recipient gets their own link — Delivering the report.

Do the first one on a job that is not urgent, if you get the choice.

What you can and cannot do

As an inspector you can write and publish reports, author templates, and see what was sent on your own jobs. By default you cannot:

• schedule or reassign other people;
• see or act on money;
• edit the contact book;
• delete templates.

None of that is a judgement about you — it is the default shape of the role, and any of it can be turned on for you individually. The full table is in Adding team members and setting permissions.

Who to ask: an owner or a manager. They are the two roles that can change permissions, reassign work, and unlock a report stuck behind a gate.

The settings that are actually yours

Everything under Settings → Profile, plus your password and two-factor under Security. Everything else on that page is the company's, and changing it changes it for everyone.

One workspace setting worth knowing about even though you cannot change it: required defect fields. If your company requires a location or a trade on each defect, the publish check will hold you to it — so fill them in as you go rather than in a pass at the end.

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All guides · Next: Creating an inspection