Frequently Asked Questions

Yes. Phone support is provided to company admins only. Phone and online chat support are from 8 am to 8 pm Eastern Standard Time. Email support is 24/7 with a maximum turn-around time of 12 hours.

Yes. We typically give two trainings to a new customer, one to the admin staff, and one to the field staff. We also hold monthly admin and field rep training webinars.

Yes. Training manuals and videos are available under Help section in your EZ account.

Yes, each field rep has an individual web account with unique login and password. Each field rep only has access to the jobs dispatched to his or her account.

Yes. Only your administrators have access to your field rep information. Your clients and other users do not. EZ Inspections does not share your field rep information with anyone.

Yes. Your contractor can create a separate administrator account to manage subcontractors; that account links to your account so orders can seamlessly flow up and down.

Yes. There is no limit on how many people can log into one account at the same time.

Yes.

Yes.

For mortgage field service users, download EZ Inspections mobile app from link www.ezinspections.com/app or go to Help -> Downloads in your EZ web account.

For all other users, such as rental or vacation rental users, download EZ Inspections mobile app from either iOS Appstore or Google Playstore.

Our downloadable app is specifically designed for mortgage field service users who need frequent and rapid updates. This app is developed under Apple's Enterprise Developer license program and Google's downloadable program.

Our Appstore / Playstore app is used by all other EZ users.

EZ's mobile app is a 'native' and 'offline' app for either the iOS or the Android platform. As opposed to 'apps' being merely mobile web sites that require network connection to be functional, the EZ app has its own local storage on the mobile device and works 'offline' in the field. This means that the app is always fast regardless of network connection. The other important benefit is that data loss will not happen when network is lost in the field; data is automatically synced to the cloud when network is reconnected.

Yes. Photos are automatically resized, and can be auto date and time stamped. On EZ's mobile app, photos can be taken within the job, or added from the gallery. Photos can also be uploaded to the job on the web site.

Yes and no. Generally, photos can be edited on both the mobile app as well as the web site. For certain types of field services where original photos must be attached, photo editing is disabled.

Yes. You can use EZ's custom form builder to build forms that are much more powerful than the typical Yes/No checklists. You can create conditional rules to display certain questions based on the property attributes, work type or user-input.

Yes. You can create and maintain custom forms using our web pages. No programming is needed.

Yes, and yes.

Yes.

Yes.

Yes. Whenever data is entered, whether it is on laptop, smartphone or web, field rep is required to pass the validation logic imposed by each client, and upload the required number of photos and documents into their proper attachment buckets.

Yes. Company admins can create their custom exam buckets, such as jobs with inconsistent data, bad address, or jobs completed by a new field rep. These jobs will be examined by admin before submitting to clients.

Yes. As a customizable option, old, duplicate or cropped photos can be either blocked from being uploaded, or flagged for office examination.

Yes. For units that you manage on a continuing basis, you can create or import units into your EZ account, and create jobs from units. You can search units and their jobs.

You can add property attributes such as location, complex, rooms, pool, spa etc. You can also add amenities, property note and photos.

Yes.

Yes and no. When the option 'Job Arrival & Departure Reporting' is turned on, field rep's arrival at and departure from the job site are reported to the admin web site instantly. This allows admin to monitor field rep's progress. We do NOT report field rep's location away from job sites.

Yes. You can map and geocode your jobs, and route them using EZ's auto route feature. You can also use 'ad-hoc' routing on the mobile app where your active jobs are all displayed on a map; pressing any job can start navigation on the device right away.

Yes.

Yes. For news or event alert, it is posted to your contractor company account as well. You can email to all or selected users in batch.

Yes. Notes can be written between office and field staff, among office staff only, or as a private note.

Yes. Property note, which is carried from job to job, can be written by field rep for everyone to view, or by admin for office viewing only.

Yes. You can create client invoices and credit memos, and import client payment information.

Yes. Contractor payments can be automatically created by the system at the end of each pay period.

Yes. Contractors, field reps or QC workers, can run billing reports, and receive payment stubs both in their emails and web accounts.

Yes. You can export invoices and bills from EZ and import them into your QuickBooks.

Yes, you can upload your company logo and customize the color schemes in your web account.

Yes. You can add a login box on your web site, Your clients, staff and contractors can go to your web site, log into their EZ Inspections account with your logo and graphics, then go back to your web site when logging out.

Yes. EZ Inspections can be seamlessly integrated with your front-end web site, and perform as your backend processing system with your branding. Contact us for more details.

System downtime has been minimal outside of our system maintenance period which is typically between 3 to 5 am Eastern Standard Time. There has been no extended downtime during working hours in the last six months.

No. Being a cloud-based system, we have access to unlimited computing and network resources. More capacity can be quickly added to handle more users and larger job volume.

We have built backup infrastructures at a different geographical location from the production infrastructure. Production data is transferred in real-time to the backup servers. All files are stored in redundant media shared by the production and backup servers. In the rare case of a disastrous event, we can rapidly switch production to the backup infrastructure with minimum or no data loss.

EZ Inspections utilizes a multitude of security measures to protect your data:
- End-to-end SSL (Secure Socket Layer) 128-bit data encryption during web access and data synchronization
- Digital Certificate for secure access
- Strong password protection for your web account
- Session control on every web page, and session timeout after a sustained idle time
- Password checking on mobile device
- E-commerce grade firewall

We are based on Microsoft .Net and SQL server platform, which is widely used in large scale e-commerce web sites such as Dell, Microsoft, and Bank of America.

No, you don't need to worry about being locked in. You can back up data into Excel and download attachments to your local computer.

EZ Inspections bills customers every month. Yes, you can pay with online credit card which is automatically charged monthly.

No, we do not require a contract, although we can sign a contract with you if you prefer. You can cancel your account anytime.

For mortgage field service users, download EZ Inspections mobile app from link www.ezinspections.com/app.

Orders can be created in various ways, by you, your client or by system automation based on your rules. Orders can be imported from files (PDF, Excel, CSV etc), or automatically downloaded by EZ from your client or other software system. Your clients can create orders in their EZ account and dispatch them to you.

Yes.

Our automated order import and data entry services are performed by software programs but are closely monitored by experienced human workers. Orders are typically imported from your client system every 2 to 3 hours. Results are uploaded to your client system continuously, prioritized by the urgency of each order. Data entry turn-around time is from several minutes to a few hours, but generally within 24 hours from the time results are uploaded to our servers. Some client jobs can be submitted in real-time with just one click. We can handle rush jobs any day as our data entry service is running 24/7.

Yes, We have developed a streamlined process to help you handle the normally labor intensive loss draft inspection (LDI). Our LDI form is optimized for the entire process of making call attempts, appointments and completing the LDI. For certain mortgage national clients, call attempts, appointment and inspection results are automatically submitted to the client, In addition, LDI job name is updated after every step to give admin clear indication where the inspector is in the process. The EZ automated LDI process will save your employees many hours a week. Contact us for more details.

Yes. We support Aspen Grove check in. You need to set up individual Aspen ABC Number for each of your inspectors doing work that need background check. Once that is set up, the check-in process is transparent to you and your inspectors. Your inspectors don't need to go through any extra step to complete check-in. EZ Inspections mobile app and cloud system do the job for you by recording and transmitting the required check-in information to Aspen Grove, saving your inspector valuable time in the field.

We can perform automated order download and result upload for the following clients: A2Z, Altisource, Aspen iProperty, Assurant, Auction.com, Brookstone, Cyprexx, Equator, Five Brothers, IMS, InspectQ, MCS, M&M, MSI, NFN, NFR, Reliance, ServiceLink, Spectrum, and Wolverine. Contact us if you don't see your client on the list.

Yes.

Yes. We have a Crew module to let you quickly identify which inspectors are falling behind.

For mortgage field service users, download EZ Inspections mobile app from link www.ezinspections.com/app.

Yes.

Yes.

You can conduct cost estimation on an estimation provider's web site, and upload the PDF report to the job in EZ.

Yes, we support Aspen Grove check in. You need to set up individual Aspen ABC Number for each of your contractors doing work that need background check. Once that is set up, the check-in process is transparent to you and your contractors. Your contractors don't need to go through any extra step to complete check-in. EZ Inspections mobile app and cloud system do the job for you by recording and transmitting the required check-in information to Aspen Grove, saving your contractor valuable time in the field.

We support PCR form and order import from many national mortgage firms, including Altisource, Assurant, Cyprexx, Five Brothers, IMS, MCS, M&M, NFN, NFR, Reliance, Servicelink, Spectrum and Wolverine.

Among the above, we can automatically import orders from Altisource, Assurant, MCS and Servicelink. Orders from other companies are imported from the order files exported from their web sites or received from their emails.

Automated data entry is performed for Altisource pre-foreclosure, preservation and REO orders, MCS and MSI grass cuts. We are adding more automation capabilities. Contact us for more details.

Yes, and yes.

Yes.

Yes, and yes.

Yes, we support both commercial and residential insurance inspections, such as General Liability, Fire, Builder's Risk, plus all the supplements.

Yes, we can create custom PDF template for your client with merge data and photos to produce job reports.

Yes, you can create orders manually or import orders from Excel / CSV format. We also support auto order import from property management systems. Contact us for details.

Yes. You can specify whether orders are monthly, bi-weekly or weekly.

Yes. You can set up your clients emails and send them PDF reports by just one-click.

Yes. You can use EZ form builder to create any custom form, without the need of programming. Or you can use our pre-build move-in and move-out inspection templates.

Yes. All PDF reports are automatically created by the system, including move-in move-out inspections, regular property condition checklists, and other inspection and maintenance tasks.

Yes. You can set up your rental properties in EZ Inspections and create work orders from the properties.

Yes. We support tenant signing on the mobile app.

Yes. EZ supports cleaning, inspection, repair & maintenance, and inventory control.

Yes and yes. You can set up automated workflows to create a new job based on the result of another job.

Yes. Housekeeping and maintenance notes can be viewed on the mobile app. Property photos of each room are displayed in-line with the questions of that room.

Yes. You can customize properties with attributes, amenities, notes and photos.

Yes.

Yes. The system can send email or text to the front desk upon completion of all tasks at a property. EZ can also update your PMS's clean status.

Yes. You can send jobs to temporary users who receive email or text notification with a link to complete the job. There is no need to use the mobile app or even log into the EZ system.

Yes.

Yes. The EZ system specializes in helping high-volume BPO management companies to streamline their processes and efficiently process high-volume BPO orders.

BPO orders can be created manually in your EZ web account, or imported from Excel / CSV files.

Yes, EZ can auto download client orders from some client accounts. Contact us for details.

Yes, EZ can auto upload results to some client systems. Contact us for details.

The following is the workflow for BPO management in EZ.

(1) You add BPO orders from multiple BPO company sites to an Excel file, and import into EZ periodically. One import file can contain orders from multiple BPO sites.
(2) EZ creates two jobs per BPO work order: one comp job and one inspection job, and can auto dispatch to your comp pullers and inspectors.
(3) Comp puller receives job and process comps from MLS to BPO company site.
(4) Inspector receives job and takes photos on EZ's mobile app and uploads them to the EZ cloud account.

     Comp puller and inspector work independently to save time.

(5) Your data entry staff monitors completed BPO and inspection jobs, and uploads inspection photos to BPO company site and closes out the BPO order.
(6) (Optional) A reviewer can QC comp and inspection results before closing out the BPO order. Jobs can be auto dispatched to the reviewer by EZ system.
(7) (Optional) EZ can auto import BPO orders from BPO company sites and/or auto upload photos and comp results to BPO company sites (for those sites that EZ automates).

The comp and inspection jobs of the same BPO order are linked together. When inspection photos are uploaded, they show up on the comp job. Data entry staff can simply monitor completed comp jobs with photos to know which jobs are ready to upload photos to and close out on the BPO company sites.

Yes. EZ Inspections is built to serve all kinds of field services. We have a robust and flexible platform for you to create custom forms and report templates, manage jobs and contacts, and do accounting. If you have a need, please contact us at sales@ezinspections.com, or call 1-866-931-9719.