InspectDay

Help

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

  1. Create Account

    Create an account with your email address, then confirm the one-time code we email you.

  2. Create Your Organization

    Name your organization and say how many inspectors it has.

  3. Users

    Add the people on your team and give each one a role.

  4. Create Demo Data

    Add sample inspection data to your organization to explore InspectDay.

  5. Dashboard

    See the counts, scheduled inspections and recent reports that the owner and admins see first.

  6. Property Types

    Define the property types that your inspections use.

  7. Inspection Templates

    Start a template from scratch or from a template, then add its sections, areas and items.

  8. Inspection Items

    Add the items an inspection checks, with their type names and what to look for.

  9. Inspection Categories

    Group your inspection items into categories.

  10. Custom Fields

    Add fields that appear for an item in the conditions you choose.

  11. Findings Library

    Keep reusable findings to add to your inspections.

  12. Recommended Actions

    Keep reusable recommended actions to add to your inspections.

  13. Company Profile

    Set your organization's name, website and currency, and delete the organization as its owner.

  14. Preferences

    Choose what your team can use from the library, and whether inspectors can create inspections.

  15. Billings

    See and change your plan and billing cycle, and download invoices, as the owner.

  16. Create Inspection

    Create an inspection for a property, from a template linked to its property type.

  17. Inspection

    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

    Publish an inspection's report, so it can be shared by email or link.

  19. Share by Link

    Generate a link to a published report, which anyone with the link can view.

  20. Share by Email

    Send a published report by email, to up to 10 addresses.

  21. Download PDF

    Download a published report as a PDF from its report page.

  22. Export CSV

    Download your inspections as a CSV file.

  23. Cancel Inspection

    Cancel a scheduled or in-progress inspection, with a reason.

  24. Delete Inspection

    Permanently delete an inspection and all its data.

Start with the first task.