How to setup and edit your Company Settings

The Company Settings screen allows backend administrators to manage core company information and global configuration options that apply throughout your Inspect Point instance.

In this article, you’ll find an overview of each section on the Company Settings page, including:

• Report Header Information

• Default Recommendations & Messages

• Currency Options

• DBA Header Information

• Additional Global Settings

Company Information

This section stores your company's core contact and identification information. Most of these fields populate the header of your inspection and service reports, as well as proposals and invoices if applicable, so make sure everything is accurate and up to date.

Please note that none of these fields are required, so if the field is not applicable to your company, leave blank. 

Default Messages

You may also set Default Recommendations in your Company Settings. This default message will print on the inspection report if a technician leaves a recommendation while onsite during an inspection. 

Note: The Default Recommendation field in Company Settings populates the Recommendations section on the mobile app. This section is not tied to any specific inspection question or section. If you need to include details related to a particular inspection item or deficiency, please use the Notes and Internal Notes fields available within each question.

Technicians

In the Miscellaneous section, you can choose whether you'd like technicians to have the ability to edit the inspection date in the field. 

Currency

You can manage the default currency used throughout your Inspect Point instance from the Company Settings screen.

By default, the system uses USD (United States Dollar). To change your default currency:

1. Click the ➕ icon next to the Currency section.
2. Choose your preferred currency from the available list.
3. Once added, click the ellipsis (⋯) next to the currency and select Make Default.

💡 The default currency will be reflected in invoices, proposals, and other financial sections across Inspect Point.

California Form Headers 

If you use California AES Forms, you can populate the California Form Headers section to ensure your contractor information appears correctly on the AES inspection reports.

Fill in the following fields:

• Contractor Name
• Address, City, State, Zip
• Phone Number
• License Number

At the bottom, toggle SFM and/or CSLB depending on which authority your license is associated with. This ensures your license is properly labeled on the final report.

👉 Related Article: Introduction to California AES Inspection Forms in Inspect Point

DBA Headers 

If your company operates under multiple business names or licenses, you can use DBA (Doing Business As) Headers to customize how your company details appear on proposals, inspection reports, and invoices.

Each DBA entry allows you to define:

• Company Name
• Company License
• Company Address, City, State, Zip
• External ID (optional)
• Territory (optional)

Once configured, these headers can be assigned at the building level. When selected, the associated DBA information will be reflected in the documentation tied to that building.

Other Company Settings

This section includes additional settings that impact backend behavior, inspection scheduling, and dashboard visibility:

• Auto-Extend Inspection Series
  When enabled, inspection series that are nearing their end date will automatically extend by the default duration (5 years). You can override this duration by adjusting the Duration of Auto-Extend in Years field. Please note, that Auto-Extend is not enabled by default. To enable, toggle the option here.
• Show Helpful Contacts and Resources Dashboard
  Toggles the display of helpful contact info and resources on the dashboard, making it easier for users to find internal support or reference materials.
• Use Pending Instead of Deleted by Technician
  By default, if a technician deletes an inspection or work order visit from the iOS app, it will be marked as Deleted by Technician. Enabling this setting sends those visits back to Pending instead—keeping them on the schedule/calendar and preventing them from being removed entirely.

💡 These settings help you automate admin tasks, improve visibility, and retain better control over field activity.

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