Time Entries
Payments
- 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
- Inspect Point Payment Settings
Inspections: Scheduling, Dispatch & Management
- How does an inspection get marked complete?
- How Monitoring Systems Work in Inspect Point
- Best Practices for Multi-Tech Inspections
- How to View / Edit Visit Details from the Calendar / Scheduler
- How to Add / Edit an Inspection Visit
- How to filter for Technician Teams
Inspection Reports
- How to generate a report
- How to Set Inspection Report Display Names
- How long do reports take to generate?
- How to Add a Cover Letter to your Inspection Reports
- How to publish multiple inspection reports at once to the Customer Portal
- How do I change the default report email to my customers?
Invoices
- How to create an invoice from the backend
- How to Link an Inspection or Service Report to an Invoice
- How to Use Invoice Messages
- How to Enter a Payment on an Invoice
- How to Use Invoice Reminders in Inspect Point
- How Default Payment Terms Work on Invoices
Proposals
- How to create a proposal
- Importing Proposed Corrections
- How to use Proposal Reminders
- How to add a custom proposed correction type
- The ability to add multiple terms and conditions and exclusions to a proposal
- How to add a markup or markdown to a proposal
Service: Scheduling, Dispatch & Management
Analytic Reports
Accounts & Contacts
- Understanding the Account & Contacts Hierarchy
- How to set up and manage Accounts
- Building Contact Roles: What are they?
- Building Contact Roles: How to set them
- How to delete a contact
- How to edit an existing contact
Customer Portal
- How to Use the Customer Portal "Contact Us" form
- How to publish multiple service reports at once to the Customer Portal
- How to Publish a Service Report to Customer Portal
- Customer Portal Settings
- Customer Portal (user end)
- How to make an attachment visible to your customer in Customer Portal