Switching
Switch from ISN
Download each order's report from ISN before you move.
ISN's export steps, checked on
- What moves
- Your templates and your own comments, rebuilt in your InspectDay account.
- What does not move
- A vendor's stock comment library, past reports and client records.
- How
- The team rebuilds your templates by hand, from a report you have published.
What to take out of ISN
- The Export feature downloads a CSV of template titles and dates, not the template content.
- Under Inspections, choose Scheduled Inspections. Open each order with the “I” icon, scroll to the bottom, and use the download button for the report or its attachments.
- Under Clients/Agents, choose Clients, then Download Clients, then enter your criteria, then the CSV.
- Under Clients/Agents, choose Agents, then Download Agents, by category or all.
What InspectDay rebuilds
- Your inspection templates, with their sections, areas and items.
- Your own comments, as findings and recommended actions in your libraries.
Sources
Name ISN in your message.
The team will reply by email and ask for a link to a report you have published.