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How to use the Dashboard

Updated over a month ago

The Dashboard is your central hub for quickly accessing key information without having to dig through different areas of the Web App. SnapInspect brings together your most valuable data and displays it in a clean, user-friendly layout so you can get what you need - fast.

Scheduled Inspections:

This section allows you to see all upcoming inspections. You can filter schedules:

  • By manager

  • By time range (e.g., today, this week, this month)

Color Indicators:

  • 🔴 Red = Inspections that are overdue and not yet completed

  • 🟢 Green = Inspections that are scheduled and upcoming

Please Note:

  • Account Owners and Managers can view and edit scheduled inspections across users from this tab.

  • Inspectors can only see schedules assigned to them.

Recent Inspections:

Here, you can view all inspections that were recently completed.
Clicking on the inspection type or name will automatically download the corresponding report.

Filter Options:

  • Filter by Manager to view specific team members' inspection history.

Please Note:

  • Account Owners and Managers can see all recent inspections in their scope.

  • Inspectors see only the inspections they have completed.

Account Overview:

This section provides a visual summary of key metrics. The color blocks help differentiate categories for easy scanning.

You’ll see:

  • The total number of assets under your management

  • The number of inspections completed, including breakdown by inspection type

  • The total number of photos and videos uploaded

Please Note:

  • Account Owners can view the date in this table across the whole account.

  • Inspectors and Managers will only see the information associated with their properties.

Tasks Overview:​

This section provides an organized overview of inspection-related tasks, helping you stay on top of follow-ups and action items.

You’ll see:

  • A list of tasks assigned during inspections (e.g., repairs, maintenance, or notes).

  • Task status indicators: Upcoming, Overdue, or Complete.

  • Key task details including due date, priority, and assigned user.

You can:

  • Filter tasks by: Upcoming, Overdue, or Complete.

  • Sort tasks by: Created Date, Due Date, Status, or Priority.

  • Mark tasks as Complete directly from this view.

Please Note:

  • Account Owners will be able to see every task

  • Managers and Inspectors will see their assigned tasks.

  • You cannot create or edit tasks from this view - tasks are created during inspections.

If you have any additional questions or need support, please contact the team at support@snapinspect.com.

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