Help / Firm and growth
Clients and referring agents
CRM stores the people attached to jobs — buyers, co-buyers, and agents — so you are not retyping them every booking. Scale adds campaigns, import, duplicates, and custom fields.
Step 1
Open CRM
Open a name on People to edit them in a dialog — email, tags, jobs, and follow-ups stay on that list. Booking and estimates can reuse them.
Step 2
Tie them to the job
Each project has a client, optional co-client, and referring agent. Portal access follows those emails.
Step 3
Growth CRM on Scale
Campaigns (email or SMS through Inspecta Home), CSV import, duplicate merge, and custom fields are on Scale. Solo and Team keep the people list and follow-ups.
Related
Projects from lead to closed
Every inspection lives on the kanban: request, booked, on site, report, delivered, closed.
Using the client and agent portal
Buyers open jobs to sign, pay, and read the report. Agents see the same job and can mark repair-request items.
Requests vs live estimates
Clients can send an inspection request or pick a priced estimate and an open slot. Both land on your board. Keep your current website and link to booking, or publish an Inspecta site with booking on it.
Revenue analytics
Business → Analytics shows booked job fees by inspector, referring agent, and service. It is not the client PDF and not cash collected.
Still stuck?
Talk to Inspecta Home
Chat with support from the app, open a ticket, or email hello@inspectahome360.com. Inspecta Home 360 is the software, not the inspector.