One of the biggest parts of building the new app experience has been to make it easier for you to manage your inspection team from your device while everyone is out in the field.
There are quite a few improvements that are multi-inspector Team specific and not available to other subscription plans.
Shared Team Templates
With the new app version everyone on your team uses the same team templates. That means that you, as a team owner, can make whatever edits you need and they are available to everyone. No need to copy the updated template to several accounts or to ask us to update them for you.
View and Edit Team Jobs
We think the biggest game changer for a Team Owner is that you can now open, edit, or share jobs for any of your inspectors. You don’t need to log out and log back in with a different account.
Using the calendar action button you can select whose jobs you see on your calendar. Tap on any job and you can add notes, make changes to the inspection, or whatever else you need to do.
Assign and Reassign Jobs from the Mobile App
Another handy feature is that you can reassign a job to another inspector or add multiple inspectors to the same job. When there are multiple inspectors assigned to a job, one inspector will always be assigned as the ‘lead inspector’ and displayed on that report.
Assigning or reassigning the inspector to a job is what lets the job show up on their calendar.
We really believe that these updates will make it more and more possible to run your entire inspection business from your phone. Managing your team of inspectors is just a small part of that. We think you will be amazed with what we have on the drawing board.
Sharing Message and Portal Welcome Message are Team Based
All your customer facing communications are now Team based and can be updated by the Team Owner. Any changes made by the Team Owner are used for every job shared by the Team.
An inspector can modify the Welcome Message on a job by job basis to provide a personal touch. But the default messages can only be updated by the Team Owner.