Inspection Website Checklist — Free Readiness Check

Your websiteVisual editing

Edit your inspection website in context. Work with the content and imagery customers actually see, then review how the page reads as a whole.

Your websiteBrand & imagery

Bring your logo, photography and brand presentation into your customer-facing website. Make the business familiar before the first conversation.

Your websiteServices & packages

Give individual inspections and combined packages a clear place on your website. Explain inclusions before asking a customer to choose.

Your websiteYour own domain

Connect your established domain to your branded inspection website. Treat the address your customers know as part of the business you are protecting.

Quote flowsVisual flow builder

Bring questions, decisions and price rules onto one visual canvas. Understand how an enquiry moves from the first choice to the final request.

Quote flowsConditional questions

Let an answer determine what comes next. Ask a homeowner and a commercial customer questions that match the work they are requesting.

Quote flowsPricing rules

Configure the service prices, packages and adjustments that shape a quote. Keep the reason for a price change visible alongside the question that triggers it.

Quote flowsFlow simulation

Walk through a quote flow with sample answers and inspect the result. Make the ordinary job and the awkward exception part of the same review.

Quote flowsVersions & live editing

Review the configuration you are working on and its version history. Make deliberate changes to a live flow or work through a separate draft.

Quote flowsQuote documents

Manage generated quotes, share a PDF and keep acceptance or rejection in context. Carry the scope from the enquiry into the next customer conversation.

Leads & customersLead pipeline

Organise new enquiries, contacted prospects, quotes and bookings by their current status. Find the work that still needs a response.

Leads & customersCustomer records

Keep customer details and enquiry context in a searchable workspace. Give the next conversation a useful starting point.

Leads & customersFollow-ups & notes

Give the next customer action a date and keep useful notes with the lead. See scheduled follow-ups from your business overview.

Inspection schedulingWeekly availability

Define your weekly time windows, slot interval, minimum notice and booking window. Build availability around the way your inspections actually happen.

Inspection schedulingBlocked dates & repeats

Add dated exceptions to your regular availability. Use all-day, timed or repeating blocks for the commitments your calendar needs to respect.

Inspection schedulingRequests & reservations

See requested inspection dates in the context of the lead. Distinguish provisional reservations from confirmed booked work.

Search visibilityTitles & descriptions

Manage the title and description that explain a page to search engines and prospective customers. Give each service a distinct purpose.

Search visibilityUseful local content

Connect service expertise with the areas you genuinely cover. Make local pages useful for the customer who is deciding whether to enquire.

Search visibilityWebsite migration

Plan the transition from your existing website before changing the public address. Preserve useful content and understand the redirects your old URLs need.

Service areasCoverage management

Manage the locations your inspection business serves in a dedicated workspace. Keep the public service footprint aligned with operational reality.

Service areasLocation pages

Give customers useful information about inspections in their location. Make service availability and the route to an enquiry clear.

Service areasArea & service connections

Connect location intent with the inspection services and packages available there. Help the visitor move from discovery to a relevant request.

Business analyticsPipeline overview

Review the opportunities recorded in your workspace and how they are distributed by status. Use the overview to decide which conversations need attention.

Business analyticsQuote activity

Review quote values and recorded outcomes with the context needed to act. Keep proposed work distinct from confirmed bookings and accounting revenue.

Business analyticsPeriods & context

Review activity over the available date ranges. Keep the period, record type and status context in view when interpreting a change.

Content publishingArticle editor

Create and maintain articles in your tenant admin. Turn recurring customer questions into useful explanations on your own website.

Content publishingImages & internal links

Support an article with relevant imagery and links to useful next pages. Help readers understand the point and find the service behind it.

Content publishingEditorial review & publishing

Bring articles onto your branded website after a deliberate review. Treat publication as the point where useful content starts being maintained.

AI content toolsAssisted writing

Use supported AI content tools to prepare a first draft. Supply the business context, then shape the result into language that reflects your expertise.

AI content toolsImagery & media library

Create marketing imagery from a written brief and manage it alongside uploaded assets. Choose images for the story your page needs to tell.

AI content toolsAI credit visibility

Review available AI credits in your workspace. Understand the allowance and costs associated with content and image generation before planning production.

Your teamUsers & roles

Manage user access to your tenant workspace using the roles available in the platform. Review access against the responsibilities in your team.

Your teamShared business context

Bring customer records, quotes, calendar context and business configuration into a common workspace. Make the handover between people more useful.

Your connected setupGoogle reviews

Review the available Google Reviews connection in your workspace and bring relevant review management into your website setup.

Your connected setupCustomer communication

Review the email delivery setup supporting your inspection enquiries and quotes. Make sender details and delivery requirements part of the initial setup conversation.

Your connected setupYour existing tools

Map the tools you already use for reporting, accounting and operations. Review what connects, what remains separate and where a manual handover is appropriate.

Find your next detail.

Ready for
the next enquiry?

Find your next detail.

Ready for
the next enquiry?

Ready forthe next enquiry?

Ready forthe next enquiry?

Ready for
the next enquiry?

Ready for
the next enquiry?