Feature Overview: Contacts

What is a Contact in Inspect Point?

• A Contact in Inspect Point represents an individual person associated with your customer's organization. This could be someone responsible for receiving inspection reports or visit reminders, approving proposals, or making payments.
• Contacts can be added to the system and then linked to an Account (the company or customer entity) and/or Buildings (the physical location or properties serviced).
• Each contact can have specific roles assigned at both the account and building level — these roles control where the contact’s information appears, what they receive, and what actions they’re associated with in Inspect Point (such as receiving proposals or inspection reports).
• Contacts can also be granted access to the Customer Portal, where they can view reports, proposals, invoices, and service history — depending on their assigned permissions.

Account Contacts vs. Building Contacts

In Inspect Point, contacts can be associated with Accounts and/or Buildings. Understanding the distinction between the two helps ensure contacts are linked to the right areas of your customer’s organization.

1. Account Contacts
   • These are contacts associated directly with an Account (the customer or parent organization).
   • Account contacts appear across all buildings linked to the account and inherit contact roles to those buildings.
2. Building Contacts
   • These are contacts associated with a specific building(s).
   • Commonly represent on-site or location-specific contacts. 

Adding Contacts in the Backend 

You can add contacts in Inspect Point from either the Contacts tab on the navigation bar or directly from a Building’s Contacts tab.

1. Select + New Contact
2. Fill in the details
3. Set the contact role(s) - if applicable
4. Save 

👉 Related Article: How to Add Contacts in the Backend

Contact Roles & Hierarchy

Understanding how contact roles behave at the Account and Building level is essential for accurate communication to your customers and to streamline your organization's workflow. 

Account-Level Contact Roles

• Roles set at the Account level are automatically inherited by all Buildings linked to that account.
• Inherited roles appear grayed out at the building level and cannot be edited from the Building screen.
• These inherited roles ensure consistency across all buildings tied to the same customer.

📌 Example:
If John Smith is set as the Report Contact at the "ACME Corp" Account level, he will automatically receive inspection reports for every building under ACME — unless overridden.

Building-Level Contact Roles

• Roles set only at the building level apply to that specific building and do not affect other buildings under the same account.
• Useful for multi-site customers with different points of contact per location.

📌 Example:
If Jane Doe is the Proposal Contact at Building A, but not at Building B, they will only receive proposals created under Building A.