Initial Backend Setup - Onboarding

Before you can start dispatching inspections and generating reports, you first need to setup a few key items. Let's start with the three items below: 

Invite Backend Users

Please note: Once the first user is setup in the backend, they can send the remaining invites. Here is

• From the Settings menu, select Backend Users under User Management
• Select + New User, then enter the Name and Email Address of the new user - The remaining fields are optional 
• Select the user role (more info here) 
• Save and send invite 

Company Settings

Please note: This information prints on the header of your reports 

• From the Settings menu on the left sidebar, select the Company Settings option from the Company category 
• Add your company information, such as address and phone number 
• Upload your logo 
• Scroll to the bottom and Update 

Set Up Technicians

• From the Settings menu on the left sidebar, select Technicians under the User Management category
• Select + New Technician in the upper right 
• Add the technician's full name and create a username and password - The remaining fields are optional so fill in if needed, if you do not use a reference number just leave it blank