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.

In this section, you can:

a) Add New Company by selecting the "New Company" button.

b) Simply fill in the fields and select "Save."

​a) Click on the green "Action" next to the Company you'd like to edit and select "Info."

b) Click on the "Info". This is where you can edit the specific company information for a franchise. The following can be changed to each franchise: Name, Address, Phone, Mobile, Expire Date.
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a) Click the Select button to show the select column.

b) Select the Company you'd like to assign a new region to.

c) Select "Action" then "Add to Region".

d) Choose the desired region from the dropdown menu, and select "Save" (If the region is not available, you must add it first. Follow this article to find out how).

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Here you'll see the general details of the selected Franchise account

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 franchise's users.
​(If you need to add users to the franchise panel instead of the franchisee company, read this article to the end to learn how.)

a) Select "New User"

b) Add the details for your new user in the new window.

a) Click on "Action" and select "Edit User"

b) Update Name, Phone, Mobile, or update Permission, and select "Save".

Select "Login As" on the user you'd like to log in as and navigate through the user's account according to their permissions.

Select "Reset Password" and follow the prompts.
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Here, you can view all of the assets within the selected account and view their inspection reports. You can search the entirety of each franchise company's asset list, with the option to use two search filters: Inspection "Managed by", and/or keyword.

a) Select "Action" and "View Reports."

This will take you to a new window where you'll see the Inspection information for the selected Dsset, such as Inspection Type, Inspection Date, Inspector, Actions, and Inspection Status.

a) Select "Action" and select the preferred download format.

Here you can view all of the Inspections completed for selected franchise accounts.

a) Select "Action" and select the preferred download format.

The Regions tab in the Navigation Menu allows you to filter by Region and view only information associated with the selected region.

a) Select "Action" and access Info, Users, Assets, and Inspections for the selected inspection.
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Here, you can view members, add new regions, and edit existing regions.

a) Select "Action" then update the necessary fields. You can edit the Name and Description, and add or remove Members from your region. Select "Save" once complete.

a) Select "New Region"

b) Add the required fields for the new region and select "Save"

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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.
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In the Users Tab, you can view, add, and edit all of the Franchise Panel users within your main account.
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a) Select "New User"
b) Add the details
c) Select "Save"

b) Add the new user's details and select "Save"
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a) Select "Action" for the user you'd like to edit

b) Select "Edit User"
c) Update the details
d) Select "Save"

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View the data that you need in real-time as high-level interactive charts, graphs, or tables.
​Example 1: Project Management

Example 2: Inspection Tracking

If you'd like to discuss or configure your Insights Dashboard, reach out to a member of our support team.