Pick Who Runs Each Job
In Three Clicks
Assign from the quote builder, the calendar, or the reports page. Same dropdown, same source of truth. The PDF, email, and customer signature all follow automatically.
Try the Workflow → ← Back to OverviewThree Places to Assign, One Single Source
Same inspector roster. Same database column. Whichever path you use, the rest of the system catches up in real time.
1. Quote Builder
Pick the inspector while creating the customer quote on start-now.php. Locks identity into the first email.
2. Calendar
Pick or reassign from the appointment modal or the event detail panel. Calendar color updates live.
3. Reports Page
Click any report row → More Options → Assign Inspector. Useful for batch-reassigning after an inspector leaves.
The Assignment Workflow, End to End
How one dropdown change ripples through your whole business.
Customer builds their quote
Customer enters property details on your widget. Your office sees the lead in start-now.php and picks an inspector from the dropdown — or leaves it blank to use the Primary default.
Quote PDF + email generates
PDF cover shows the assigned inspector's name, license, and photo. Quote email sends from [email protected] with Reply-To set to the assigned inspector's address.
Customer accepts, job scheduled
Customer replies from the PDF. Reply routes straight to the assigned inspector. Office books the appointment — calendar event renders with the inspector's color stripe.
Day-of changes? One click.
Josh got sick. Click the calendar event → Change inspector → pick Mary → Save. Calendar color updates to Mary's blue, the next reminder email uses Mary's signature, the day-of PDF signs as Mary.
Workflow FAQ
Common questions inspection firm owners ask about the assignment flow.
When during the workflow should I assign the inspector?
As early as possible — ideally during quote creation before the customer even accepts. This locks identity into the first PDF they see and the first email they receive. Late-stage reassignment works but creates more moving parts.
Does reassigning an inspector email the new assignee?
Optional. A "Notify Inspector" toggle on the assignment form controls whether the newly-assigned inspector gets an email with job address, time, and customer contact. Default is ON; turn it off for internal shuffling.
Can different inspectors handle different service lines on the same job?
Yes. For multi-service jobs (Buyer's Inspection + Radon + Sewer Scope), you can assign a primary inspector plus sub-contracted specialists via the Contractors section on the appointment detail. Each sub's fee tracks separately for profit calculation.
What if I assign an inactive inspector by mistake?
Not possible. The assignment dropdown only lists inspectors marked Active. If you deactivate someone who's already assigned to future jobs, those jobs stay assigned (history preserved) but you'll see a warning prompting reassignment.
Stop Manually Syncing Who's Doing What
One dropdown, three places, zero spreadsheets. Free 14-day trial.
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