Report Configurations
Timezones
- Feature Overview: Multi-Timezone Management
- How to Setup Additional Timezones
- Understanding Building Timezones
- How to Set a Default Timezone for a Backend User
- Scheduling Visits in a Specific Timezone
- How to View Visits in Different Timezones
Price Book
Multi-Tech
Deficiencies
Subcontractors
General Settings
- Calendar Optimization
- Upgrade to Joint Commission Reporting (V3)
- ULC Settings
- Equipment: Top Level Attributes Overview
- How to Set a Building’s Territory
- How to Set Territory Access for Backend Users & Technicians
Time Entries
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
Inspections: Scheduling, Dispatch & Management
- Calendar Optimization
- Introduction to California AES Inspection Forms in Inspect Point
- California AES Forms in Inspect Point (Full List)
- Fire Extinguisher Setup Guide
- Activity Feed (Previously Tech Messages)
- Managing Vehicle Suppression Inspections
Buildings: Setup & Management
- How to Import Fire Extinguishers
- ULC-536/537 - Code Year Overrides at the Building Level
- NFPA 25 - Code Year Overrides at the Building Level
- Using Building Sections
- How to assign a default technician to a building
- How to adjust the position of a building's systems and assets
Inspection Reports
- Configuring the Inspection Date on Reports
- Joint Commission Report Settings
- Report Settings
- How to Generate an Inspection Report
- How to Add Photos to Completed Inspections on the Backend
- How to Set Inspection Report Display Names
Inspection Settings
- Extended Emergency Light Attributes
- Default Answers
- Managing Inspection Questions
- How to Create & Manage Default Tech Notes
- How to create, manage, and send Custom Inspections within your instance
- How to setup Inspection Types within your instance
Invoices
- Creating Invoices in Inspect Point - Backend
- How to Send an Invoice
- Feature Overview: Invoices
- Feature Overview: Recurring Invoices
- Invoice Settings
- Invoice Categories
Inspection Item Settings
- Importing Exit Signs & Emergency Lights
- How to Import Smoke & CO Devices
- Understanding the EST4 Import
- How to create an alarm device catalog in the backend
- Can I decide when hose valves and fire hoses are sent to the iPad?
- How to import alarm devices
Proposals
- 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
- How to Set Up and Manage Proposal Details
Service Work Orders
- Feature Overview: Service Work Orders
- Service Settings Overview
- How to Create, Manage, and Use Work Order Types
- How to Create, Manage, and Use Work Order Statuses
- How to Setup and Manage Default Follow-Ups for Service Work Orders
- Setting Up and Managing Work Order Numbers
Analytic Reports
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
Invoice Settings
Customer Portal
- Viewing Deficiencies in the Customer Portal
- Feature Overview: Customer Portal
- How to Enable the Customer Portal
- Customer Portal Settings
- How to Invite Contacts to the Customer Portal
- Overview: Publishing to the Customer Portal