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Setup

Get everything set up to start performing inspections at your locations.

  • Getting Started: Create a Site
  • Customize Your Inspection Forms
  • Add Areas and Assign Inspection Forms
  • Add Signatures to Forms
  • Creating and Tagging Sites and Areas
  • Edit Site Settings, Copy a Site, or Archive a Site
  • Restore an Archived Site or Area
  • Import Locations with Excel
  • Use Inspection Forms from the Template Library
  • Add a Logo
  • Move a Site or Area

Categories

  • Getting Started
  • Setup
  • People and Users
  • Inspections
  • Tickets
  • Mobile Apps
  • Account Management
  • Ratings
  • Reporting
  • Inspection Scheduling
  • Training Modules
  • Integration API
  • Best Practices
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