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Guides for setting up, inspecting, sending reports and managing your account. Can’t find it? We’re one email away.

Getting started

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Inspections & findings

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Photos & video

4 articles

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Reports, sharing & signatures

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Scheduling & follow-ups

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Templates

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Import & export

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Account & billing

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Getting started

How do I create an account?

Click Start free trial, enter your name, email and a password, then confirm your email from the link we send. Your 14-day trial starts straight away — no card needed.

How do I set up my company details?

Open Settings and add your company name, licence number, phone, website, service area and logo. Add your signature and disclaimer too — they appear on every report.

Can I try it with example data?

Yes. On the dashboard, choose Load sample data to add a few example inspections. Remove them any time with Clear sample data.

Does it work on my phone?

Yes. It runs in your phone’s browser — open the site and log in. Tip: use Add to Home Screen so it opens like an app.

Inspections & findings

How do I start an inspection?

Go to Inspections → New inspection, choose a template, and add the address, date, client and agent. The template’s items are added for you.

How do I add a finding?

Open the inspection and tap Add finding. Pick the section and item, choose a condition (Good, Fair, Poor or N/A) and severity, then fill in the observation, implication and recommendation.

Can I change an inspection’s status?

Yes — Scheduled, In progress, Completed or Delivered. Emailing the report marks it Delivered automatically.

Photos & video

How do I add photos?

In a finding, tap Add photos to take a picture or choose from your gallery. Photos are resized automatically before upload.

How do I mark up a photo?

Tap a photo and choose Mark up. Draw circles, arrows or freehand, then save.

Can I add video?

Yes. Tap Add video on any finding. Keep clips short — under 100MB each.

Where are my photos stored?

In secure cloud storage, not on your phone. They stay attached to the inspection and appear in the report and PDF.

Reports, sharing & signatures

How do I send a report?

Open the inspection and choose Email report. Your client and agent receive a link and the PDF attached.

How do I share by link or QR code?

Choose Share to create a private link and QR code. Anyone with the link can view the report — no login. You can turn the link off at any time.

How do clients sign?

Hand them your phone and choose Sign, or send the share link — they can sign from their own device. You get an email when they do.

Can I download the PDF?

Yes. Choose Download PDF from the report. It includes your branding, photos and signatures.

Scheduling & follow-ups

How do recurring inspections work?

Set an inspection to repeat every 3, 6 or 12 months. When you complete it, the next visit is created automatically.

Will I get reminders?

Yes. We email you the day before each scheduled inspection.

What is the Follow-ups page?

Every Fair or Poor finding appears as a to-do. Tick it off when it’s fixed and add a note.

How do I compare move-in and move-out?

Open a move-out inspection and choose Compare, then pick the move-in report. Matching items are shown side by side.

Templates

Which templates are included?

Full home, pre-purchase, new construction, move-in, move-out, routine, NSPIRE-style and rental turnover.

Can I make my own?

Yes. Go to Templates, duplicate any template or start a new one, and add, rename or remove items.

Import & export

How do I import my properties?

Go to Inspections → Import and upload a CSV file with columns for address, city, state, zip, date and client details. Up to 500 rows at a time.

How do I export my data?

Export your inspections or findings as CSV for Excel or Google Sheets, or as AI-ready Markdown and JSON.

Account & billing

What happens when my trial ends?

Choose a plan to keep going. If you don’t, your account pauses — your reports stay safe and you can still send existing ones.

How do I change or cancel my plan?

Go to Settings → Billing. There’s no contract — cancel any time.

How do I delete my account?

Go to Settings → Delete account and confirm with your password. Your inspections, reports and photos are permanently deleted.

Still stuck?

Send us a message and a real person will help you out.

Or email support@myhomeinspectionsoftware.com

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