How to Set Up a Technician in Inspect Point

Technicians in Inspect Point use the mobile app to complete inspections and service work in the field. Follow the steps below to set up new technicians within your instance.

Steps to Set Up a New Technician

1. Navigate to the Backend Settings
   • Select Technicians under the User Management section.
   • Here you will see a list of active technicians
2. Click “+ New Technician”
   • Here you will see a list of active technicians. To add a new one, click + New Technician button.
3. Fill Out Technician Details
   • Required fields: Name, Username, Password
   • Optional but recommended: Email address, Phone number, Photo, Assigned calendar color
4. Click “Create”
   • When all required (and any optional) information is filled out, click Create in the upper-right corner to save the technician.

What Happens Next?

Unlike backend users, technicians do not receive an email invitation. You must provide the technician with their credentials, and in order for them to complete jobs, technicians must: 

• Download the Inspect Point mobile app from the iOS App Store
• Log in using the username and password set up during technician creation

👉 Related Article: Introduction to the Inspect Point Mobile Application

👉 Technician Training Series: Course Enrollment

Best Practices for Setting Up Technicians

When adding technicians to your instance, keep the following recommendations in mind:

1. Use a consistent username format
   • Maintain a standard format across all technician usernames to simplify user management.
   • Username Format Example: Technician’s first initial + last name (e.g., bsmith for Bob Smith).
2. Password setup and reset options
   • Passwords are created during technician setup.
   • If a technician forgets their password:
     • They can reset it in the field, as long as an email address is associated with their technician profile.
     • If no email is associated, a backend admin user can reset the password from the Technician Detail Screen in Settings.
     • Admins do not need to know the current password to reset it.
3. Locked fields after creation
   • Once a technician is created, the following fields cannot be edited by backend users:
     • Name, Username, Technician Type
   • If updates are needed, please contact your Customer Success Manager for assistance.

Maximum Number of Technicians Reached?

If you receive the following message when trying to create a new technician, it means you’ve reached your maximum number of technicians based on your subscription.

• To increase the number of technician licenses in your subscription, contact your Customer Success Manager, and they will assist in the adjustment and make it so you can add the technician(s).
• If one of the active technicians is no longer needed, you can inactivate them on the technician detail screen, and doing this will free up a technician license.
  • ⚠️ Once a technician is marked Inactive, backend users cannot reactivate them. Only your Customer Success Manager can do so.

Need help? Contact our Support Team at support@inspectpoint.com or submit a support ticket via the web widget on the bottom-left on your screen.