How-To Guides

Step-by-step instructions for common workflows in QuickInspect and YachtInspect.

Guides

Managing Inspections -- Inspection statuses (Open, In Progress, Completed), templates, actions, signatures, and PDF export QuickInspect only
Team Collaboration -- Company accounts, seat limits, user roles, QR code invitations, and 2FA enforcement
Exporting and Sharing -- PDF Report, Photo Report, Final Report, and Excel Export YachtInspect only
Advanced Report Design -- Working with all 18 element types, page formats, predefined data-driven elements, and layout techniques YachtInspect only
Findings Workflow -- Complete findings lifecycle with 6 statuses, project management, location hierarchy best practices, and support issue tracking YachtInspect only

Step-by-step instructions for common workflows in QuickInspect and YachtInspect.

Managing Inspections -- Inspection statuses (Open, In Progress, Completed), templates, actions, signatures, and PDF export QuickInspect only
Team Collaboration -- Company accounts, seat limits, user roles, QR code invitations, and 2FA enforcement
Exporting and Sharing -- PDF Report, Photo Report, Final Report, and Excel Export YachtInspect only
Advanced Report Design -- Working with all 18 element types, page formats, predefined data-driven elements, and layout techniques YachtInspect only
Findings Workflow -- Complete findings lifecycle with 6 statuses, project management, location hierarchy best practices, and support issue tracking YachtInspect only