Advanced Inspector Portal Features
Master advanced features including bulk operations, custom filters, report templates, and workflow automation.
Pro Features
What You'll Master
Create and save custom filters
Use bulk operations to process multiple inspections
Design custom report templates
Set up automated workflows
Export data for external analysis
Step 1 — Custom Filters & Views
1. Create a custom filter
2. Save your filter
3. Share with team
Step 2 — Bulk Operations
1. Select multiple inspections
2. Choose an action
3. Confirm and execute
Step 3 — Custom Report Templates
1. Access template designer
2. Configure sections
3. Set conditional logic
4. Save and apply
Step 4 — Workflow Automation
1. Create automation rule
2. Add actions
3. Test your automation
Export Options Comparison
CSV Export
- •Raw data in spreadsheet format
- •Includes all custom fields
- •Best for data analysis
- •Compatible with Excel and Google Sheets
PDF Report
- •Professional formatted report
- •Full-size photos embedded
- •Custom branding options
- •Best for client delivery
API Export
- •Real-time data access
- •Automated integrations
- •Requires technical setup
- •Best for system integration