---
title: "Help | InspectDay"
description: "Step-by-step help for each InspectDay screen."
---

1. [Home](/)
2. Help

# Help

Step-by-step help for each InspectDay screen on the web and in the phone app, in the order new customers meet them.

[Create Account](/help/create-account/)

1. [Create Account](/help/create-account/) Create an account with your email address, then confirm the one-time code we email you.
2. [Create Your Organization](/help/create-your-organization/) Name your organization and say how many inspectors it has.
3. [Users](/help/users/) Add the people on your team and give each one a role.
4. [Create Demo Data](/help/create-demo-data/) Add sample inspection data to your organization to explore InspectDay.
5. [Dashboard](/help/dashboard/) See the counts, scheduled inspections and recent reports that the owner and admins see first.
6. [Property Types](/help/property-types/) Define the property types that your inspections use.
7. [Inspection Templates](/help/inspection-templates/) Start a template from scratch or from a template, then add its sections, areas and items.
8. [Inspection Items](/help/inspection-items/) Add the items an inspection checks, with their type names and what to look for.
9. [Inspection Categories](/help/inspection-categories/) Group your inspection items into categories.
10. [Custom Fields](/help/custom-fields/) Add fields that appear for an item in the conditions you choose.
11. [Findings Library](/help/findings-library/) Keep reusable findings to add to your inspections.
12. [Recommended Actions](/help/recommended-actions/) Keep reusable recommended actions to add to your inspections.
13. [Company Profile](/help/company-profile/) Set your organization's name, website and currency, and delete the organization as its owner.
14. [Preferences](/help/preferences/) Choose what your team can use from the library, and whether inspectors can create inspections.
15. [Billings](/help/billings/) See and change your plan and billing cycle, and download invoices, as the owner.
16. [Create Inspection](/help/create-inspection/) Create an inspection for a property, from a template linked to its property type.
17. [Inspection](/help/field-work-on-phone/) Work through an inspection in the phone app: set each item's condition, add findings with photos and video, and publish the report.
18. [Publish](/help/publish/) Publish an inspection's report, so it can be shared by email or link.
19. [Share by Link](/help/share-by-link/) Generate a link to a published report, which anyone with the link can view.
20. [Share by Email](/help/share-by-email/) Send a published report by email, to up to 10 addresses.
21. [Download PDF](/help/download-pdf/) Download a published report as a PDF from its report page.
22. [Export CSV](/help/export-csv/) Download your inspections as a CSV file.
23. [Cancel Inspection](/help/cancel-inspection/) Cancel a scheduled or in-progress inspection, with a reason.
24. [Delete Inspection](/help/delete-inspection/) Permanently delete an inspection and all its data.

## Start with the first task.

[Create Account](/help/create-account/)