Review which items should appear in the Executive Summary.
Uncheck serviceable/informational items to exclude them from the PDF.
Checked items replace the generated summary when saved.
Unsaved changes
Sections
Select an inspection
Select an inspection.
Cover Photo
Dedicated report-cover image. It does not need to be attached to a finding.
Select an inspection to check the cover photo.
Section Photos
Unsaved changes
Report Review
Select an inspection
Roof Addendum
Not checked
Component Specs
Not checked
Final Report
Not checked
Review status only. Optional areas marked Not used require no action.
Deliver Final Report
A secure report link is always included and expires in 30 days.
Delivery History
Select an inspection.
Hidden Items
Roof Addendum
No photos
No photos
No photos
No photos
Not loaded
Company Logo
Cover Photo
Property Information
Basic Property Details
Structure Details
Utilities
Inspection Conditions
Inspection Attendees
Client Information
Agent Information
Appliances
Review appliance label photos and identity
information. Manufacturer, model, serial number,
operational status, and inspector note remain
editable.
Add Appliance
Select the appliance type and label photos.
Manufacturer, model number, and serial number
will be extracted from the photos.
Label Photos
No photos selected
Select an inspection.
Company Setup
Set up your company
Complete your core business setup, then return here anytime to review or update it.
Checking setup…
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Core setup
Business identity
Company Profile
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Client documents
Inspection Agreement
Checking…
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Client communication
Email Sending
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Business workflow
Payments
Checking…
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Optional
People & access
Team
Optional
A one-person company can continue with only the owner. Add inspectors when needed.
Inspection Agreement Setup
Choose the agreement your company normally uses. Jobs can still override this default when needed.
Built-in agreements now use your saved company identity rather than StandPoint branding.
Review any agreement for your own business and jurisdiction before using it with clients.
Choose how your company normally handles inspection payments. Jobs can still track whether payment is required and record payments received.
Available now: Manual / Outside Standpoint
Use cash, check, Zelle, an external card terminal, or another payment method you manage outside Standpoint.
Standpoint tracks whether payment is required and lets you mark the Job paid when payment is received, but Standpoint does not collect the money in this mode.
Existing Standpoint Stripe checkout
This company used Standpoint's Stripe checkout before company payment self-service was introduced. That existing payment flow is preserved; no reconfiguration is required.
You can switch the company to Manual / Outside Standpoint later if you intentionally want to stop creating Standpoint Stripe checkout links.
Manual / Outside Standpoint
Use cash, check, an external card terminal, Zelle, or another payment method you manage outside Standpoint.
Standpoint will track the Job as unpaid until you use Mark Paid Manually.
Standpoint will not create a Stripe checkout link for companies using this mode.
This note is saved with your company payment settings. It is not automatically sent to clients in this version.
Company Profile
Change Password
Email Sending
Choose how this company sends agreements, reports, invitations, and other client-facing email.
Gmail and Custom SMTP use company-owned credentials. Platform email is available only when the platform service is configured.
Gmail
Status: Checking…
Platform transactional email
Checking availability…
Email Provider Setup
Gmail uses the secure Connect Gmail option above. Microsoft 365 / Outlook will use a secure sign-in connection rather than asking for your normal mailbox password.
Yahoo / Ymail setup
Yahoo requires a separate App Password for third-party SMTP access. Do not enter your normal Yahoo password.
Sign in to your Yahoo Account Security page.
Under External connections, choose Create app password.
Enter an app name such as Standpoint.
Choose Generate password.
Copy the generated password and paste it into Standpoint.
If Yahoo does not offer the option, try a browser you regularly use for Yahoo and avoid private/incognito browsing.
Yahoo server settings are filled automatically. Enter your Yahoo/Ymail email address and Yahoo-generated App Password.
Testing verifies the secure connection and sign-in without sending an email. Save the setup after verification to make SMTP the company delivery method.
Team Members
Invite a new team member — always joins as Inspector.
Invitations
Company Account
Cancelling stops company operations immediately. The company can be reactivated for 30 days.
This version retains historical inspection and business records rather than physically deleting them.
Logged in as: —
Component Specs
Select all label photos for one physical component at the same time.
Label Photos
No files selected
Jobs
Job #
Property
Client
Assigned To
Status
Payment
Agreement
Scheduled
Report
Page 1
of 1
New Job
Property
Enter the address of an existing property. The record will be verified when you save.
Known Property Details
Enter what is known at booking. These details will prefill Property Info when this Job becomes an inspection/report.
Primary Client
Enter the contact's full name, email address, or phone number. The record will be verified when you save.
At least a name, email, or phone is required for a new contact. * marks the field checked first.
Agents
Optional. Add buyer's and/or seller's agent contact information when known at booking.
Add the buyer's agent now if known at booking.
Add the seller's or listing agent now if known at booking.
Other Contacts
Use this for owners, occupants, access contacts, or other people connected to the Job.
Inspection Details
This prefills the report's Property Info inspection type.
$
Required when Agreement required is checked, so automated agreement delivery never has to guess Residential vs. Commercial.
Access & Notes
Review & Save
Double-check the property and client above, then choose Save as Draft to keep working on this Job, or Save and Confirm if scheduling is finalized. Both actions are available in the bar below.
Job
Needs Setup
Assigned To
Unassigned
Property
Primary Client
At least a name, email, or phone is required for a new contact.
Inspection Details
Access & Notes
Linked Inspection
None linked yet.
Client Portal
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Last Portal Invitation
Agreement
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Payment
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Workflow History
Agreement Preview
Mark Paid Manually
Edit Job
Inspection Details
$
Required when Agreement required is checked, so automated agreement delivery never has to guess Residential vs. Commercial.
Primary Client / Client Contact
Access & Notes
Schedule
Tools
No inspection selected.
Reprocess Inspection
Regenerate report section notes from original.json. Existing section files are backed up first.
Manual Image Upload
Import Inspection Folder
Select the inspector's locally saved inspection folder — the folder containing
original.json (or inspection.json) and the inspection's
photos. Use this to recover or re-upload a complete inspection, for example after a
failed sync from the Android app. This is a separate, full-folder workflow from the
single-image uploader below.
Folder Validation
Property:—
Inspection Date:—
Inspection ID:—
Defects:—
Total Images:—
Spec Images:—
Roof Images:—
Import Progress
Report Sections
Select an inspection.
Overview Entries
Already-uploaded "Overview" images (e.g. RTU, generator, panel), grouped by Entry ID. Assign a section, title, note, and primary photo so each entry appears in the report.