06. Customization / Admin Settings

6.10 Using Table Search to Create An Inspection History Dashboard

zInspector’s powerful table search capabilities can help you manage your inspections by filtering for inspection dates. Table Search of Properties Using a table search on the Properties page, you can focus in on properties not recently inspected and arrange for an inspection accordingly. You will focus on the Last Activity date column to generate an interactive […]

6.4 Changing Final Comments on an Inspection Template

You can change the Final Comments that pre-populate any inspection template in zInspector. Here’s how. 1. On the zInspector website main menu bar, select Properties and click on Documents. 2. Click on the Document Templates button to see your list of Active Templates. 3. For the template that you’d like to change, click on the New Draft button: […]

6.9 Change Company Name

The company name you provided when setting up your zInspector account will automatically populate to multiple locations within your account, including in reports, and emails.  In other places, the addition of company name is exclusively manual. If you need to change the company name (say it was entered incorrectly or you have re-branded) you can […]

6.3b Changing the Report Title of a Previously Submitted Inspection

zInspector’s Property Management (PM) Inspection mode is an incredibly powerful tool for your Move-In and Move-Out Inspections. Additionally, many users employ PM Inspection for more general purposes including New Property Setup and Annual or Full Home Inspections, and the Report Title feature can be used to re-name an inspection for any desired purpose. This video, […]

6.8 Enterprise Customization

Using zInspector enterprise customization settings, Admin users can personalize inspection reports as well as other documents and media, for example, to display the company’s name. The video guide below covers the basics, and a written walkthrough follows it. Important: These enterprise customization/branding features are only available at the Enterprise subscription level. To follow along with the […]

6.7 Adding Your Logo to PM Inspection Reports

Your company logo can be added by default to Property Management Inspection reports in two easy steps: 1. Upload your logo under Document Templates: Select Settings then Document Templates, and click on the Customize tab. Drag and drop your logo into the drop-zone at left (or click there to select a file to upload). Click […]

6.2 Area Groups (Area Sort)

Area Groups (a.k.a. Area Sort) collect a property’s Areas together into specific groups to define the flow of an inspection (from one area to the next) and order the property areas as they will be organized in inspection reports. When generating any property management report, you can opt to use Area Groups or not, and […]

6.6 Smart Comments

Smart Comments provide mobile app users with a list of predefined comments to easily add to any photo or detail during an inspection on zInspector 3. This can be a great way to standardize feedback for common findings across inspections performed by your business. In the example below, an app user has searched for “Door” […]

6.5 Change “Inspector” to “Property Manager” (or Other Title) in PM Inspection Report Heading

By default, your Property Management Inspection report will list an “Inspector: [user name]” in the heading (at the upper-right of the report). To use a title other than “Inspector” in your report heading—such as Property Manager, Technician, or Agent—select Settings then Report Settings (or else select Admin Settings then PM Report Settings under Inspections and Templates). […]

6.3a Custom Inspection Report Titles

Custom titles can be added to zInspector Property Management Inspection Reports.  Only a zInspector user with Admin privileges can create a custom report title.  Once created, however, the title is available for any group member to select when finalizing an Inspection report. Here’s how it works:   1. On the zInspector website: Go to Settings […]

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