ActivityOne chronological view of this contact
All activityInspectionsCommunicationsBilling
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Profiles hold the contact details, inspections, conversations, notes, billing, portal activity, and business history your team needs. Open the person and pick up where the relationship left off.
Illustrative profile based on the implemented contact header, important-note banner, tabs, and unified activity timeline.
Customers and agents use the same complete record structure. Their role can change without throwing away their history, and every inspection keeps the specific role they played on that job.
Organize contacts with your own tags. Use those tags in automation conditions, portal upsell inhibition, and other platform rules.
Notes belong to the contact instead of one inspection. Flag a note as important and it appears as a warning when that person is added to a job.
Track marketing email consent, SMS availability, unsubscribe state, do-not-contact status, and Mailchimp synchronization.
Illustrative contact editor based on the implemented profile, email, phone, address, language, tag, consent, and note controls.
The activity tab combines the real events attached to a contact and sorts them into one timeline. Filter the history when you need one category, then follow linked inspections and Threads back to the source.
Illustrative activity timeline based on the implemented event sources and category filters.
The same Insights surface works for customers and agents. Choose all time, this year, or last year to see inspection volume, completion, cancellations, published work, collected revenue, and the history behind those totals.
Across inspections in this range, including partial payments on canceled jobs.
Unpaid balance that remained on canceled inspections.
Illustrative contact insights based on the implemented inspection, invoice, cancellation, and recorded-event calculations.
Agents get the same activity, inspection, insight, billing, Thread, note, and security history as customers. Connect them to an agency for organization-level context without flattening the people into one company field.
Illustrative agency manager based on the implemented agency details, inherited tags, and agent linking controls.
Import customers or agents from CSV and Excel, confirm every column mapping, and choose how matches should be handled. Then use filtered lists and bulk actions without maintaining the database one record at a time.
Headers and sample values are used to propose a mapping. You confirm every field before the import runs.
Match by email or phone, then decide whether to preserve the existing record, fill its gaps, or create another contact.
Select a page or every matching record, add or remove tags, export CSV or Excel, and perform permission-controlled deletion.
Large imports and contact actions expose progress and can be stopped while they run.
Illustrative import mapping based on the implemented spreadsheet wizard and duplicate-handling options.
A useful CRM is not only a list of names. Inspector Studio brings important notes and suspicious-contact flags forward, keeps Threads on the profile, and gives staff a place to verify portal access before sharing sensitive inspection information.
Flag a note and it appears prominently on the profile and when the contact is added to an inspection.
Flag suspicious records with a reason, or ban a contact temporarily or permanently when inbound communication must stop.
Invite the customer or agent, verify callers, review code and password attempts, identify failure surges, and open portal diagnostics.
Review linked helpdesk Threads or start a new conversation with the contact already selected.
Keep customers, agents, agencies, inspections, communications, billing, notes, consent, and portal access where the whole team can use them.