Mobile App

Mobile App — Getting Started Install the Core Inspection mobile app, log in, and sync your jobs and equipment for offline use.
Mobile App — Basic Functionality How the Jobs and Equipment screens work in the Core Inspection mobile app, plus adding, searching, and inspecting equipment.

Web Portal

Scheduling a Job Create and assign inspection jobs to your technicians in the Core Inspection web portal.
Adding a Client Add a new client and configure their sites, locations, and contacts inside Core Inspection.
Performing Inspections in the Web Portal Run inspections directly from the Core Inspection web portal when you're not using the mobile app.
Sending Reports to Clients Generate and send inspection certificates, job summaries and equipment register reports to your clients.
Repeating Job Templates Save scheduled inspection jobs as repeating templates so they recur on the right cadence automatically.

Configuring Core

Configuring Equipment Types Define the equipment categories your business inspects — chains, slings, harnesses, hoists, cranes, and more.
Configuring Inspection Templates Build the inspection checklists and forms that drive the data captured during every inspection.
Adding Predefined Comments Speed up mobile data entry with a library of canned comments your technicians can tap in instead of typing.
Competencies Track inspector qualifications and ensure only certified technicians can perform specific inspection types.
Billing Configure billing rates, line items, parts, mileage and service charges so jobs flow into invoices accurately.

Configuring Documents

Configuring the Equipment Register Template Customise the equipment register report your clients see — columns, branding, grouping, and placeholder tags.
Configuring Job Summary Templates Design the Word/PDF job summary documents that get generated when an inspection job is completed.
Configuring Certificate Templates Build branded inspection certificate templates with custom layouts, logos, and per-equipment-type placeholders.

Customer Portal

Customer Portal — Getting Started How your clients log into the Core Inspection customer portal to view their equipment register and inspection history.
Customer Portal — Equipment Register Inside the customer portal: viewing, searching, and exporting the equipment register and inspection records.
Customer Portal — Job Register Inside the customer portal: viewing past and upcoming inspection jobs, certificates, and downloadable summaries.

Dashboard

Dashboard Introduction Reference for every widget on the Core Inspection dashboard — what each panel shows and how to interpret it.
Dashboard Reports Reference for the per-user dashboard reports — Jobs Not Approved, Active Jobs, and Job Hours Scheduled.

Integrations

Office 365 Calendar Integration Sync Core Inspection jobs to your team's Office 365 calendars so technicians see their work alongside everything else.
Xero Integration Push completed jobs from Core Inspection straight into Xero as draft invoices, with line items and customer mapping.

API

API — Technical Overview and Setup Authentication, base URL, and getting started with the Core Inspection REST API.
API — General Structure and Principles REST conventions, status codes, and request/response patterns used throughout the Core Inspection API.
API — Object Definitions Schema reference for the core objects in the Core Inspection API — clients, sites, jobs, equipment, inspections.
API — Specific Methods Per-endpoint reference for the Core Inspection REST API methods.
API — Customer API Calls Customer-facing API endpoints — what your clients can query when integrating their own systems with Core.