Inspect Point allows you to view Inspection and Service Reports on invoices. Now, customers no longer have to open multiple screens to view both the invoice and respective report at once. This article goes over the steps required to link to, and view, reports on invoices.
There are three requirements for an Inspection or Service Report to be linked to an invoice:
- Your Invoice Settings must be updated to allow reports to be published to the Customer Portal
- The invoice must be linked to either the inspection or work order
- The report must be published to the Customer Portal
Updating Invoice Settings
First, navigate to your Invoice Settings. In the middle of the screen you will see two toggles - "Display published inspection reports on invoices," and "Display published service reports on invoices."
These two buttons must be turned on for your inspection and/or service reports to appear in the Customer Portal.
Linking to an Inspection or Work Order Report
You can link an Inspection or Work Order Report to an invoice by converting the inspection or work order into an invoice.
For an inspection, click your desired inspection and then scroll to the bottom to the Invoices section. Click on the button to the right that says “Add Invoices.”
The process is similar for work orders. First, click into your desired work order and then scroll to the bottom of the page. Here, you’ll see the Invoices section. Click the button on the right that says “Add New Invoice.”
Once clicked, the new invoice will populate with the information from the work order.
In both cases, you’ll know the invoice was properly linked when you see the “Invoice For” column filled in.
Publishing to the Customer Portal
Reports may be published automatically to the portal once they’re created, or published manually.
These settings are set on the Customer Portal Settings page.
The top option here for both Inspection and Work Order reports makes all reports visible in the portal by default.
With the bottom option selected, you have to publish reports individually.
Putting it All Together
Now that your report is linked and published, it is ready to be viewed on the invoice.
To view the report, click into your invoice. On the right hand side you’ll see an Attachments section. This is where your Inspection or Service Report will be. Customers can click the linked report to open it in their browser.