Multi-Inspector

Eneris enables multiple inspectors to work together. The platform is designed for inspection companies or teams that need visibility across schedules, inspections, and reports while maintaining clear roles and responsibilities.

Individuals with the Admin or Scheduler roles can:

• Assign different inspectors to individual inspections
• Assign multiple inspectors to the same inspection
• Track each inspector's workload using a shared calendar
• Keep inspection data and reports organized by team member
• Enable collaboration while maintaining accountability

Whether you're a small team or a growing business, Eneris helps you stay coordinated and efficient.

Roles and permissions

Eneris users can be assigned the Admin, Scheduler, or Inspector role.

Expand the table below to learn more.

Roles and permissions table

Permission	ADMIN	SCHEDULER	INSPECTOR
Inspections
List Inspections	✅	✅	✅
View Inspection	✅	✅	✅
Create Inspection	✅	✅	✅
Edit Inspection	✅	✅	✅
Delete Inspection	✅	✅	🚫
Inspection Forms
List Inspection Forms	✅	✅	✅
View Inspection Form	✅	✅	✅
Create Inspection Form	✅	✅	✅
Edit Inspection Form	✅	✅	✅
Delete Inspection Form	✅	✅	🚫
Publish Inspection Form	✅	✅	✅
Reports
Preview Report	✅	✅	✅
List Reports	✅	✅	✅
View Report	✅	✅	✅
Edit Report	✅	✅	✅
Delete Report	✅	✅	🚫
Share Report	✅	✅	✅
Eneris AI
List AI Instructions	✅	✅	✅
Create AI Instructions	✅	✅	✅
Edit AI Instructions	✅	✅	✅
Delete AI Instructions	✅	✅	✅
List Saved Messages	✅	✅	✅
Create Saved Message	✅	✅	✅
Edit Saved Message	✅	✅	✅
Delete Saved Message	✅	✅	✅
Transcribe Voice Notes	✅	✅	✅
Submit AI Feedback	✅	✅	✅
Form Templates
List Form Templates	✅	✅	✅
View Form Template	✅	✅	✅
Create Form Template	✅	✅	🚫
Edit Form Template	✅	✅	🚫
Delete Form Template	✅	✅	🚫
SOP Templates
List SOP Templates	✅	✅	✅
View SOP Template	✅	✅	✅
Create SOP Template	✅	✅	🚫
Edit SOP Template	✅	✅	🚫
Delete SOP Template	✅	✅	🚫
Reference Files
List Reference Files	✅	✅	✅
View Reference File	✅	✅	✅
Create Reference File	✅	✅	🚫
Edit Reference File	✅	✅	🚫
Delete Reference File	✅	✅	🚫
Inspector Profiles
List Inspector Profiles	✅	✅	✅
View Inspector Profile	✅	✅	✅
Create Inspector Profile	✅	✅	🚫
Edit Inspector Profile	✅	✅	🚫
Delete Inspector Profiles	✅	✅	🚫
Contacts
List Contacts	✅	✅	✅
View Contact	✅	✅	✅
Create Contact	✅	✅	✅
Edit Contact	✅	✅	✅
Delete Contact	✅	✅	🚫
Pricing Items
List Pricing Items	✅	✅	✅
View Pricing Item	✅	✅	✅
Create Pricing Item	✅	✅	🚫
Edit Pricing Item	✅	✅	🚫
Delete Pricing Item	✅	✅	🚫
Invoices
List Invoices	✅	✅	✅
View Invoice	✅	✅	✅
Create Invoice	✅	✅	✅
Edit Invoice	✅	✅	✅
Delete Invoice	✅	✅	✅
Share Invoice	✅	✅	✅
Take Payment	✅	✅	✅
Payments
Set Up Payment Account	✅	🚫	🚫
View Payment Account	✅	✅	✅
Delete Payment Account	✅	🚫	🚫
Booking Pages
List Booking Pages	✅	✅	✅
View Booking Page	✅	✅	✅
Create Booking Page	✅	✅	🚫
Edit Booking Page	✅	✅	🚫
Delete Booking Page	✅	✅	🚫
Booking Requests
List Booking Requests	✅	✅	✅
View Booking Request	✅	✅	✅
Accept Booking Request	✅	✅	✅
Reject Booking Request	✅	✅	✅
Delete Booking Request	✅	✅	🚫
Agreement Templates
List Agreement Templates	✅	✅	✅
View Agreement Template	✅	✅	✅
Create Agreement Template	✅	✅	🚫
Edit Agreement Template	✅	✅	🚫
Delete Agreement Template	✅	✅	🚫
Email Templates
List Email Templates	✅	✅	✅
View Email Template	✅	✅	✅
Create Email Template	✅	✅	🚫
Edit Email Template	✅	✅	🚫
Delete Email Template	✅	✅	🚫
Service Agreements
List Service Agreements	✅	✅	✅
View Service Agreement	✅	✅	✅
Create Service Agreement	✅	✅	✅
Edit Service Agreement	✅	✅	✅
Delete Service Agreement	✅	✅	🚫
Publish Service Agreement	✅	✅	✅
Sign Service Agreement	✅	✅	✅
Share Service Agreement	✅	✅	✅
Media
Upload images and videos	✅	✅	✅
Team Members
List team members	✅	✅	✅
Create team member	✅	🚫	🚫
Edit team member	✅	🚫	🚫
Delete team member	✅	🚫	🚫
Subscription
View subscription	✅	🚫	🚫
Modify subscription	✅	🚫	🚫
Import Data
Migrate from Eneris Legacy	✅	🚫	🚫
ISN Integration
View ISN Integration	✅	✅	✅
Connect ISN	✅	✅	🚫
Edit ISN Integration	✅	✅	🚫
Disconnect ISN	✅	✅	🚫
List ISN Users	✅	✅	🚫
Sync ISN	✅	✅	✅

Team

A Team is defined as all individuals who have been invited to access some, or all, of your organization's inspection data in Eneris.

Team owner

A Team owner is a single individual who is the main point of contact between Eneris and your organization.

Multi-inspector configuration

Learn about multi-inspector configuration.

info

Teams and roles can only be edited by those with the Admin role.

Manage accounts and roles

In the settings menu, locate the Team & access section and select Manage accounts and roles.

You will then see a list of team members.

• Select each team member to edit their role or delete their account.
• Select the edit button to add new team members, edit the team owner, or delete the team.

warning

If you have an active subscription adding new team members accounts (i.e., You are setting up a multi-inspector team in Eneris Elevate) will automatically charge your credit card on file for each additional team member.

Sharing access to an inspection

Beyond team-wide roles, you can control who can access an individual inspection. Use the Manage Access card on the inspection details page to share a specific inspection with chosen team members so they can collaborate on its forms, contacts, and reports.

See Manage Access for details.

Syncing for multi-inspector

Eneris allows multiple inspectors to inspect the same property and combine their entries together into a single cohesive report.

The platform smartly merges each inspectors' entries when their Inspection Forms are synced.

tip

Each inspector will need to sync and refresh the Inspection Form to view the latest updates from their colleagues. See syncing for more information.