One business.Everyone in the picture.
Give your team a consistent place to find the enquiry, understand the quote and see what needs to happen next.
A clear handover.
Alex has spoken to the customer. The service, access discussion and next action belong with the shared record.
Buyer arranging access with the agent. Confirm the appointment after access is agreed.
Context that travels with the workFictional business and sample data. Explore the idea here; configure your business in your workspace.
One business. A shared place to work.
Manage tenant users and keep inspection customer, quote and scheduling workflows in a shared business workspace.
Look a little closer.
Each detail has a job to do.
Choose one to see how it works.
The right people.The right workspace.
Manage user access to your tenant workspace using the roles available in the platform. Review access against the responsibilities in your team.
Explore users & roles 02 / Shared business contextPick up the work.Without starting again.
Bring customer records, quotes, calendar context and business configuration into a common workspace. Make the handover between people more useful.
Explore shared business contextFrom the first step.
To the useful result.
- 01
Bring your team in
Manage user access from the tenant administration area.
- 02
Share the context
Work from the same customer, lead and quote records.
- 03
Keep operations visible
Use the calendar and follow-ups to coordinate the next steps.
Let’s clear
things up.
Want to talk through your particular setup?
Talk it through with usCan I see how permissions work before switching?
Yes. Ask for a walkthrough using the roles and responsibilities in your team.
Does InspectRocket replace field report software?
InspectRocket focuses on your website, enquiries, quotes and business operations. Discuss your existing report-writing workflow during our initial conversation.
More room for the
business you want to build.
Bring your services, your questions and your ambitions. We’ll bring the platform.