Initial Backend Setup

Once your instance is created and the first admin user has logged in, it’s time to complete your initial backend setup. This foundational work ensures that your system is configured properly before dispatching inspections.

This article provides an overview of the key setup steps. Each section links to more detailed guides so you can configure at your own pace.

Invite Backend Users

Before you start setting up customers and inspection schedules, make sure your internal team is set up in the system.

1. Navigate to the Backend Settings > Select Backend Users under the User Management section.
2. Click “+ New User”
3. Fill Out the New User Details
4. Select Role Type
5. Click “Create & Invite”

👉  Related Article: How to Invite a New Backend User 

👉  Related Article: What are the various user role permissions? 

Set Up Technicians

Technicians in Inspect Point use the mobile app to complete inspections and service work in the field.

1. Navigate to the Backend Settings > Select Technicians under the User Management section.
2. Click “+ New Technician”
3. Fill Out Technician Details
4. Click “Create”

👉 Related Article: How to Set Up a Technician in Inspect Point 

Company Settings 

The Company Settings screen is where you configure core information for your organization. Here, you can:

• Add or update your company name, address, phone number, and license number
• Upload your logo, which will appear on inspection reports, service reports, proposals, and invoices
• Set global defaults such as time zone, tax rate, and currency
• Enable automation features like auto-extending inspection series and toggle additional company-wide settings

💡 Keeping this information up to date ensures consistent branding and accuracy across all customer-facing documents.

👉 Related Article: How to setup and edit your Company Settings