ViewSpection | Carrier Onboarding

Go to the sign in page at www.app.viewspection.com
Go to the sign in page at www.app.viewspection.com
Sign in using your username or your email address
Type in your password and click the Login button
If you forget your password, just click the link below the Login Button
From the Dashboard, you can navigate to your ViewSpections, order a new ViewSpection, or go directly to the Grid view.

Click the Administration button, upper right, under your email address
Select Users on the left – either Underwriter or In House Inspector (NOTE: In-House Inspectors must use the ViewSpection Inspector App)
Edit existing users or add new users
When adding a user, it is important to select your company name in the Customers section for the user to be connected to your company in the system.

Click on Order at the top of the page, and select New Inspection
Select In-House Inspector or Homeowner (property owner) and then fill out the address and details
Click Order Inspection and the inspection will appear on the inspector’s app, or the property owner will receive an invitation via email and/or a text message.

Click on Order at the top of the page, and select New Inspection
Select Customer-Agent for the type of ViewSpection
Choose an Agency from the dropdown window
Choose an agent from the next dropdown window or leave black and the order will be sent to the Agency Administrator who will then assign it to the appropriate agent
Fill out the address and details
The agent will receive an email notification and choose to complete the inspection or to invite the Policyholder to do a self-guided survey.
When the inspection is complete, the Agent will send back to the underwriter and it will be available on the grid for review

From the Dashboard, click ViewSpections at the top of the page, or click a Navigation button
Customize your grid view by clicking the ``>`` icon
Filter the results by using the search bar on the left side of the screen
View the status and messages of any ViewSpection by hovering over the Status column

Click on any column header to sort
Filter by using the Search window at the left
Export to a spreadsheet by selecting the desired ViewSpections and click on the Export button
Open a ViewSpection by clicking on the blue Inspection number in the left column
Open multiple ViewSpections by clicking the box next to the Inspection number and click Open Selected cases
In the Multiple ViewSpection view, click on the grey tab of the inspection you would like to view

From The Grid, hover over the status column to add a custom message, then click Submit
Open a ViewSpection and navigate to Case Notes to add a custom message, then click Submit

From The Grid, click on the number of the inspection you want to view
From the Information screen, click on Report in the Green navigation bar at the top
Use the navigation buttons on the left to jump to the different sections of the report
Edit any section of the report by clicking the blue Edit button, then click Save after editing
Click on any photo to open the Photo editor to identify a defect
To identify a defect and a recommendation, click Create Defect, select the area of the photo you wish to highlight, select a Section and a Defect Type and then click Save Defect
When finished editing and adding defects and recommendations, click Complete Report

Carrier Onboarding

How To's

Go to the sign in page at www.app.viewspection.com

Go to the sign in page at www.app.viewspection.com

Sign in using your username or your email address

Type in your password and click the Login button

If you forget your password, just click the link below the Login Button

From the Dashboard, you can navigate to your ViewSpections, order a new ViewSpection, or go directly to the Grid view.

Click the Administration button, upper right, under your email address

Select Users on the left – either Underwriter or In House Inspector (NOTE: In-House Inspectors must use the ViewSpection Inspector App)

Edit existing users or add new users

When adding a user, it is important to select your company name in the Customers section for the user to be connected to your company in the system.

Click on Order at the top of the page, and select New Inspection

Select In-House Inspector or Homeowner (property owner) and then fill out the address and details

Click Order Inspection and the inspection will appear on the inspector’s app, or the property owner will receive an invitation via email and/or a text message.

Click on Order at the top of the page, and select New Inspection

Select Customer-Agent for the type of ViewSpection

Choose an Agency from the dropdown window

Choose an agent from the next dropdown window or leave black and the order will be sent to the Agency Administrator who will then assign it to the appropriate agent

Fill out the address and details

The agent will receive an email notification and choose to complete the inspection or to invite the Policyholder to do a self-guided survey.

When the inspection is complete, the Agent will send back to the underwriter and it will be available on the grid for review

From the Dashboard, click ViewSpections at the top of the page, or click a Navigation button

Customize your grid view by clicking the ``>`` icon

Filter the results by using the search bar on the left side of the screen

View the status and messages of any ViewSpection by hovering over the Status column

Click on any column header to sort

Filter by using the Search window at the left

Export to a spreadsheet by selecting the desired ViewSpections and click on the Export button

Open a ViewSpection by clicking on the blue Inspection number in the left column

Open multiple ViewSpections by clicking the box next to the Inspection number and click Open Selected cases

In the Multiple ViewSpection view, click on the grey tab of the inspection you would like to view

From The Grid, hover over the status column to add a custom message, then click Submit

Open a ViewSpection and navigate to Case Notes to add a custom message, then click Submit

From The Grid, click on the number of the inspection you want to view

From the Information screen, click on Report in the Green navigation bar at the top

Use the navigation buttons on the left to jump to the different sections of the report

Edit any section of the report by clicking the blue Edit button, then click Save after editing

Click on any photo to open the Photo editor to identify a defect

To identify a defect and a recommendation, click Create Defect, select the area of the photo you wish to highlight, select a Section and a Defect Type and then click Save Defect

When finished editing and adding defects and recommendations, click Complete Report

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