Inspection Setup

Inspection Setup lets you configure the default settings and checklists used when creating inspections in InspectIQ. Taking a few minutes to review these settings can help keep your inspections consistent and reduce repetitive setup.

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Access Inspection Setup

1. Select Settings from the main navigation.
2. Select Business Settings.
3. Choose Inspection Setup from the left-hand menu.

You’ll see four expandable sections: Defaults, Area / Room Library, Inspection Categories, and Severity Definitions.

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1. Defaults

Expand Defaults to review your default inspection settings.

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Team Notifications

Turn on Email me about my team’s inspection activity to receive copies of activity emails for your team members, including agreement activity, payments, completed inspections, and booking updates. Your own Work Order emails are always sent regardless of this setting.

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2. Area / Room Library

The Area / Room Library contains the areas, rooms, and checklist items available when conducting inspections. InspectIQ includes a starting library organized into area groups such as Exterior, Interior, Roof / Attic, and Mechanical. Each area or room can contain checklist items to guide the inspection process.

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Add an Area or Room

1. Expand Area / Room Library.
2. Select + Add Area / Room.
3. Enter a Name for the new area or room.
4. Select its Area Group.
5. Optionally, enter a short Description.
6. Select + Add checklist item to add inspection checklist items as needed.
7. Select Create.

Your new area or room will appear in the library under its selected area group.

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Edit or Delete an Area or Room

Find the area or room in the library and select:

• Edit to update its configuration.
• Delete to remove it from the library.

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Customize Your Checklists

Checklist items provide a starting point for inspectors when reviewing an area or room. You can configure checklist items in the library, and inspectors can edit their checklist items within individual inspections.

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3. Inspection Categories

Inspection Categories classify findings by the building system they relate to. For example:

• Structural
• Roofing
• Plumbing
• Electrical
• Heating & Cooling (HVAC)
• Interior

Categories are different from Area Groups:

• Area Groups organize where an inspection takes place.
• Inspection Categories identify which building system a finding relates to.

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Add a Category

1. Expand Inspection Categories.
2. Scroll to Add Category.
3. Enter a category name.
4. Select Add.

To modify an existing category, select Edit beside its name. Select Delete to remove a category.

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4. Severity Definitions

Severity Definitions describe the importance or urgency of inspection findings and are used across findings and reports. InspectIQ includes five severity levels: Expand Severity Definitions to review the available levels and their descriptions.

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Before Your First Inspection

We recommend reviewing the following:

• Your default inspection type and duration.
• Your client reminder preference.
• The areas and rooms included in your library.
• The checklist items available for each area.
• The categories used to classify findings.
• The severity definitions used in reports.

Once these settings are configured, you’re ready to start creating Work Orders and conducting inspections.