Inspector Profiles

Inspector Profiles let you associate specific business or certification information with an inspection. They're useful if:

• You own multiple businesses and want to brand each inspection accordingly.
• You hold multiple types of certifications or licenses and need to display the correct details on the report.

You can create as many profiles needed and then choose the one that best fits each inspection.

Creating an Inspector Profile

To create a new Inspector Profile:

1. Navigate to the home page

2. Select Inspector profiles

   

3. Select Create new profile

4. Enter the relevant details:

   • Profile name (required)
     • For you to identify what profile this is. Does not show up on reports.
   • Primary inspector (required)
     • Auto-populated based on your Eneris account details.
   • Business name
   • Website
   • Phone number
   • Business address
     • Toggle to Enabled to enter a business address.
   • Business logo
   • Inspector portrait
     • An image of yourself.
   • Professional associations
     • If you belong to any professional associations you may enter them here. Include your member/certification number, as desired.
   • Inspector signature
     • A digital signature captured via the built-in signature pad.

5. Select Create profile at the bottom of the page

Your Inspector Profile is now available to assign to inspections.

Duplicating an Inspector Profile

If you are setting up similar profiles (e.g., the same business details for multiple inspectors on your team), you can duplicate an existing profile instead of entering everything again.

1. Navigate to the home page

2. Select Inspector profiles

3. Select Create new profile

4. Select Duplicate existing at the top of the page

5. Under Select profile to duplicate, choose the source profile

6. Update the Profile name, as desired

   • The name is pre-filled as [Duplicate] <source profile name>.

7. Select the Primary inspector for the new profile

8. Select Create profile at the bottom of the page

   

The business details (name, address, website, phone, logo, portrait, and associations) and the inspector signature are copied from the source profile. Only the Profile name and Primary inspector are set manually.

Selecting an Inspector Profile

To apply an Inspector Profile to an inspection:

1. Begin creating an Inspection
2. Navigate to the Configuration section
3. Select the Inspector Profile dropdown menu and choose the desired profile

Updating the Inspector Profile for existing Inspections

You may also update the Inspector Profile for existing Inspections:

1. Select the relevant Inspection

2. Navigate to the Inspector Profile section

3. Select the edit icon

   

4. Choose the desired profile

   

info

To show the latest Inspector Profile changes in your reports, you must republish the report.

The selected profile's information will appear on the PDF report's cover page — ensuring it reflects the correct credentials or business branding.