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  1. Tap Inspect Support
  2. Put Your Back Office on Autopilot

Put Your Back Office on Autopilot

Automate the back office work that goes with running a home inspection business and present a professional image with Tap Inspect Autopilot

Day to Day Autopilot Tasks

  • Send a Reminder to Pay the Job Invoice
  • Send a Reminder to Sign the Agreement
  • Mark an Agreement as Signed
  • Get an Agreement Signed at the Job
  • Record a Refund on a Job Invoice
  • Record a Payment on a Job Invoice
See all 11 articles

Getting Started with Autopilot

  • Welcome to Autopilot
  • Step 1: Complete Your User and Company Profiles
  • Step 2: Take the Autopilot Quick Tour
  • Step 3: Setup Your First Service
  • Step 4: Next Steps to Customize Autopilot
  • Schedule a Sample Autopilot Job

Add Your Services

  • About Services
  • Add a New Service to Your Account
  • About Service Price Calculators

Define Your Autopilot Automated Messaging

  • About SMS Texting
  • About Scheduled Messages
  • About Replacement Tags

Use Agreements to Get Electronic Signatures

  • About Agreements
  • Using Agreements
  • Add an Agreement to an Existing Service
  • Edit an Account Agreement
  • Add a New Account Agreement

Get Paid Online With Tap Inspect Payments

  • About Tap Inspect Payments
  • Set Up Tap Inspect Payments
  • Website and Refund Policy Requirements
  • Using Tap Inspect Payments
  • Requesting Higher Payments Limits
  • Disable Tap Inspect Payments
See all 7 articles

Activate Invoicing to Get Paid

  • About Invoicing
  • Add Payment to an Invoice
  • Refund an Online Payment to an Invoice
  • Record a Refund on a Invoice

Sales Tax Made Simple

  • About Sales Tax
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