Backend Settings
Buildings: Setup & Management
- Understanding Building Structure
- Adding Sprinkler Heads to a Building
- How to mark an alarm device inactive in the backend
- How to Mass Edit Alarm Devices - Backend
- How to mass add valves in the backend of Inspect Point
- Buildings Listing Screen
Contacts
- Feature Overview: Contacts
- How to Add Contacts in the Backend
- How to Set and Manage Contact Roles in Inspect Point
- Understanding the Accounts & Buildings Contact Hierarchy
- How to set up and manage Accounts
- How to delete a contact
Inspections
- How to Create Inspections in the Backend
- Calendar Optimization
- California AES Forms in Inspect Point (Full List)
- Fire Extinguisher Setup Guide
- Activity Feed (Previously Tech Messages)
- Managing Vehicle Suppression Inspections
Deficiencies
- Feature Overview: Deficiencies
- How to export deficiencies
- Deficiency Detail Screen
- Deficiencies Listing Screen
- How to Use Deficiency Report Notes
- How to create deficiency resolution statuses
Inspection Reports
- How to Generate an Inspection Report
- How to Add Photos to Completed Inspections on the Backend
- How to generate a report with deficiency resolution information
- How to Attach a PDF to an Inspection in the Field
- How to remove question sections from inspection reports
- Understanding Fire Pump Curves inside of Inspect Point
Report Configurations
Multi-Tech
Subcontractors
Payments
- How to Charge a Customer from an Inspection, Proposal, Work Order or Invoice
- How Deposits Carry-over to Work Orders & Invoices
- How to use Payment Deposits or Saved Payment Methods on Proposals
- Payments in the Field
- Saved Payment Methods
- Payments FAQs
Invoices
- Creating Invoices in Inspect Point - Backend
- How to Send an Invoice
- Feature Overview: Invoices
- Feature Overview: Recurring Invoices
- Invoice Settings
- Invoice Categories
Proposals
- How to Edit a Proposal
- How to Convert an Existing Proposal into a Template
- How to Create a New Proposal Template
- Feature Overview: Proposals
- Proposal Settings Overview
- How to Configure Default Proposal Settings
Service Work Orders
Analytic Reports
Customer Portal
- Feature Overview: Customer Portal
- Viewing Deficiencies in the Customer Portal
- How to Invite Contacts to the Customer Portal
- Overview: Publishing to the Customer Portal
- Publishing Inspection Reports to the Customer Portal
- Publishing Service Reports to the Customer Portal