Business Settings Overview

Business Settings is where you configure how InspectIQ works for your inspection business. From your company details and inspection fees to agreements, inspection defaults, and report content, these settings help you prepare InspectIQ for your day-to-day workflow.

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Access Business Settings

1. Select Settings from the main navigation.
2. Choose Business Settings at the top of the page.
3. Select the section you want to configure from the left-hand menu.

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Available Settings

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Company Profile

Manage your business information, including:

• Company name and legal business name
• Company logo
• Contact information
• Business address

Keep this information accurate so your business details are ready for use throughout InspectIQ.

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Fees & Services

Configure your inspection pricing and additional services.

• Set your general inspection fee and tax rate.
• Configure default discounts.
• Manage ancillary services and their pricing.
• Enable or disable individual services.

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Team / Members

Manage the inspectors associated with your business.

• Invite team members.
• Review existing members.
• View pending invitations.

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Credentials & Standards

Maintain your professional identification and inspection standards.

• Inspector or owner details
• Certification and licence information
• Association memberships
• Standards of practice

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Inspection Setup

Control the default structure and settings used when starting inspections. This includes:

• Defaults: Inspection name, duration, reminder, and team notifications.
• Area / Room Library: Manage the areas and rooms available for inspections.
• Inspection Categories: Configure the categories used to organize inspection content.
• Severity Definitions: Review the severity levels and descriptions used for findings.

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Templates & Agreements

Configure your inspection agreement content and manage reusable agreement templates. You can:

• Review agreement wording and policies.
• Configure payment terms and signature-related content.
• Open the agreement template editor.
• Create, import, and edit agreement templates.
• Preview templates and select a default.

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Inspection Report Content

Customize the standard wording used in your inspection reports. Available sections include:

• Summary Report Notice
• Important Report Information
• Inspection Scope
• Inspection Limitations
• Inspection Definitions

Use these settings to keep your report language consistent with your business practices.

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Report & Delivery Settings

Configure report delivery information, including:

• Delivery method
• Delivery authorization language
• Third-party sharing authorization

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Subscription & Billing

Review and manage your InspectIQ subscription. Depending on your plan, you can view subscription details, explore available plans, manage billing, and purchase additional report packs.

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Integrations

Access the Integrations section to review available integration settings.

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Recommended Setup Order

If you’re setting up InspectIQ for the first time, we recommend starting with:

1. Company Profile — Enter your business details and upload your logo.
2. Fees & Services — Configure your pricing and additional services.
3. Credentials & Standards — Review your professional information.
4. Inspection Setup — Configure your inspection defaults, areas, rooms, and categories.
5. Templates & Agreements — Review your agreement wording and templates.
6. Inspection Report Content — Review the default language used in reports.
7. Report & Delivery Settings — Review your delivery preferences.

Once these are configured, you’re in a better position to create your first Work Order and begin an inspection.