Overview
There are times when one or more inspectors on your team don't perform a specific inspection service. When setting up services in HIP Office, you can associate inspectors with only the services they actually perform.
Doing this helps avoid confusion when creating new orders or using online scheduling, where an inspector might otherwise appear available for a service they don't actually perform.
Steps to Associate Inspectors with a Service
In HIP Office, go to Settings > Services.
For the service you want to associate with an inspector, click the “Associate Inspectors with This Service” button.
The List of Inspectors window opens, where you can select or unselect the inspectors associated with that service.
Click Save.
Repeat these steps for each service that isn't performed by every inspector on your team, so orders and online scheduling only ever show accurate, available inspectors.
Troubleshooting
Why am I not seeing all of my services when trying create an order for an inspector on my team? It's possible that inspector is not associated with that particular service. In HIP Office, go to Setting -> Services and on the service in question, click the Associate Inspectors with This Service. Confirm that the inspector is associated with that service.
Contact Support
If you have any questions, please feel free to give us a call at (800) 750-4777, or you can email us at [email protected] or open a chat in the bottom right corner of our main website or HIP Office!