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TEAMS

"TEAMS"

IspecX allows inspectors to create Agent "TEAMS" - Offices often work as teams and with ispecX the communication is as easy as assigning an agent to a team. Reports and communication are as easy as just doing things once, with our send Team function. All of the team agents have access to all team files, reports, and documents. There are no chasing down reports.

To add a Team login to your dashboard and under 'Contacts' you will see a 'Team' tab. You can select to show all existing or simply add a new Team. A great feature for Builders as well! Project managers, accounting, and general staff all have access to the projects.

 

Create a Team name, add the team logo, add the team email, and then select the 'Agency' the team belongs to. Now navigate to the Agents tab and select the agent you wish to add to the team. All team-related projects are sent to every team member or you can send just to the 'Teams' email address that was entered on the Team layout page.

On the Scheduler projects can be turned on and off to allow or disallow a particular project from the team.