Welcome to the franchise section of SnapInspect. This support document will teach you how to navigate the franchise panel, and what each option allows you to do with your account.
Log in to your franchise account on the web-app. Once logged in, you will see the different offices for your franchise being displayed.
Clicking on the green 'Action' Button' for each franchise will display a drop down menu with the following items:
Clicking on the 'Info' option will take you to the below screen. This is where you can edit the specific company information for a franchise. The following can be changed to each individual franchise: Name, Address, Phone, Mobile, Expire Date.
Clicking on the "Users" option will take you to the below screen. Here you will be able to see all the information associated with each franchises users; name, phone, mobile, email, and config (user management).
Clicking the green 'Action' button next to a users name will prompt the following menu:
Edit User - Here you can update user details
Login As - This option allows you to log-in as the user and have access to all of their information, inspections, assets and reports.
Reset Password - This option allows you to change the password for a certain user.
Hint: The reset password option is great to hand over to your IT department to manage.
Clicking on the "Assets" option will take you to the below screen. Here you will be able to see all the information associated with each franchises assets.
You can search the entirety of each franchise companies asset list, with the option to use two search filters: Inspection managed by, and keyword.
Clicking the green 'Action' button next to an asset will present the following option:
Clicking view reports will prompt a pop-up list that has all inspections completed at the particular address. This includes data relating to inspection type, date, inspector, inspection status and inspection title. You also have an additional green 'Action' button which allows you to download the inspection as a Word Doc. or PDF. file.
Clicking on the "Inspections" option will take you to the below screen. Here you will be able to see all the inspections that have been recorded within each franchise company.
You can search for an inspection manually or by using the search filters; Inspector, Inspection type, Keyword, Start & End date.
Clicking the green 'Action' button next to an inspection title will allow you to download the inspection report as a Word Doc. or PDF. file.
The Franchise panel follows the exact same navigation journey as a regular SnapInspect account.
SnapInspect has also added a "Back to Admin" option that allows you to swap between user accounts and companies seamlessly.
Located in the top left corner, clicking on the "back to admin" button will take you back to the initial franchise option display.