Start by opening your inspection form and navigating to the Technician & Company Information section.
Begin by entering your name and any credentials or certifications you hold.
Next, fill out your company details, including:
Company name, Address, Phone number, Website URL, Customer-facing email, and The email address where you’d like report submissions to be sent
You’ll also have the option to add your company logo. To do this, you’ll need a publicly accessible link to the image. If you don’t have one, feel free to email us your logo and we’ll generate a link for you.
Now, scroll down to the Disclaimers section. You can either write your own disclaimers or use the prewritten versions by following the link provided and copying them into the fields.
After that, review the prewritten Customer and Technician Acknowledgement notes. You can use the default text or edit it to better match your needs.
Once everything is filled out and reviewed, it’s time to approve your entries.
To save time on future reports, tap the three dots in the top right corner and select “Remember”. Then, check the boxes for all the fields you want the app to remember.
This will ensure you don’t have to re-enter this information every time you create a report.