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
Create an account with your email address, then confirm the one-time code we email you.
- Create Your Organization
Name your organization and say how many inspectors it has.
- Users
Add the people on your team and give each one a role.
- Create Demo Data
Add sample inspection data to your organization to explore InspectDay.
- Dashboard
See the counts, scheduled inspections and recent reports that the owner and admins see first.
- Property Types
Define the property types that your inspections use.
- Inspection Templates
Start a template from scratch or from a template, then add its sections, areas and items.
- Inspection Items
Add the items an inspection checks, with their type names and what to look for.
- Inspection Categories
Group your inspection items into categories.
- Custom Fields
Add fields that appear for an item in the conditions you choose.
- Findings Library
Keep reusable findings to add to your inspections.
- Recommended Actions
Keep reusable recommended actions to add to your inspections.
- Company Profile
Set your organization's name, website and currency, and delete the organization as its owner.
- Preferences
Choose what your team can use from the library, and whether inspectors can create inspections.
- Billings
See and change your plan and billing cycle, and download invoices, as the owner.
- Create Inspection
Create an inspection for a property, from a template linked to its property type.
- Inspection
Work through an inspection in the phone app: set each item's condition, add findings with photos and video, and publish the report.
- Publish
Publish an inspection's report, so it can be shared by email or link.
- Share by Link
Generate a link to a published report, which anyone with the link can view.
- Share by Email
Send a published report by email, to up to 10 addresses.
- Download PDF
Download a published report as a PDF from its report page.
- Export CSV
Download your inspections as a CSV file.
- Cancel Inspection
Cancel a scheduled or in-progress inspection, with a reason.
- Delete Inspection
Permanently delete an inspection and all its data.