About Team Jobs

On the Team plan, Jobs function the same way they do in a solo account, with a few differences. 

All Jobs a team member completes are Team assets that stay with the Team, even after the inspector leaves the Team. 

Scheduling Team Jobs

When you schedule a Job for your Team, the main difference is that you choose an inspector to assign the Job to. You can also assign a Job to multiple inspectors, with one as the Lead Inspector.

Inspectors can schedule their own Jobs, but they can't assign Jobs to other inspectors.

Team Jobs in the Field

Regardless of who the Job is assigned to, everyone uses the same templates and Saved Comments to maintain a consistent voice throughout the Team.

The assigned inspector and Team Owners can add or edit any information in the report.

Sharing Team Jobs

Any inspector assigned to a Job can share it, and Team Owners can share Jobs assigned to anyone.

Before sharing a Job, inspectors are able to make job-by-job adjustments to the Client Portal welcome message to personalize it for each client. Inspectors can also revoke and reinstate access to the Client Portal on a job-by-job basis.