Once you have selected your inspection agency and accepted a proposal, view and manage your projects under My Projects. The My Projects page is organized into the following tabs:

• Pending

This tab lists projects for which you have requested proposals but have not yet accepted any. It also includes projects where you have requested a Cost per Inspection, but the agency hasn't accepted your request. To review the available inspection agencies for a project, select 'See Inspectors.'

• Confirmed

This tab contains a list of projects for which you have received and accepted a proposal. To explore project details or contact the third-party agency to schedule an inspection, select the 'View and Manage' button.

• Completed

This tab displays a list of finished projects. To view more details about a completed project, select the 'Details' button.

In the My Projects section, you can see different types of projects that are marked with specific icons. These icons help you quickly identify each project, allowing for easier management and organization.

• A project without any icon next to it means that it is a Regular Inspection project.
• A star icon next to a project means that it is a Special Inspection project.
• A rain icon next to a project means that it is a DOEE Inspection project.

In your Pending projects, you have the following options:

• See Inspectors
• Browse Agencies
• Cancel a Project
• See Proposal
• Message Agencies

Follow the provided instructions below to manage your projects.

See Inspectors

1. Navigate to My Projects page and select 'Pending' in the filter bar. Choose the project you wish to review and click on 'See Inspectors.'

2. On the project detail page, review the agencies to which you have sent a request for proposal or inspection by clicking on their names.

The agency profiles include details such as services, address, website, availability, about us, pricing policy, project terms, and other specialties.

Browse Agencies

1. Navigate to My Projects page and select 'Pending' in the filter bar. Choose the project you wish to review and click on 'See Inspectors.'

2. Below the 'Request Sent' section is a list of available third-party agencies. All agencies listed have the qualifications for the inspection services you specified.

Filter by the project type or sort the agencies by clicking on the drop-down menu.

Cancel a Project

To cancel a pending project, follow the instructions detailed in the Cancel a Project chapter.

See Proposal

1. Navigate to your Dashboard page and click on the 'See Proposal' button. Choose the project you wish to review and click on 'See Inspectors.'

2. To accept or delete a proposal follow the instructions detailed in the Receive Proposals chapter.

Message Agencies

Send a message to the Agency you have already sent a request for proposal, or any other agency in the list of available agencies.

Follow the instructions detailed in the Send a Message chapter.

Once your proposal has been accepted, you can manage your confirmed projects through the following options:

• View Project Details
• Add New Permit
• Edit Site Contact Information
• Edit Payment Method
• View Scheduled Inspections
• Supplemental Documents
• Cancel a Project
• Message Agencies

Follow the instructions below to manage your projects effectively.

View Project Details

1. Navigate to the My Projects page and select 'Confirmed' in the filter bar. Choose the project you want to manage and click on 'View and manage.'

2. You will be directed to the project page. To view the details, expand the 'Project Details' section by clicking on the arrow.

You can also add a new permit number to this project. For instructions, visit the Add a New Permit Number chapter.

Add a New Permit Number to an Existing Project

To add a new permit number, visit the Add a New Permit Number chapter and follow the instructions.

Edit Site Contact Information

1. Navigate to the My Projects page and select 'Confirmed' in the filter bar. Choose the project you want to manage and click on 'View and manage.'

2. You will be directed to the project page. Scroll down to the 'Site Contact Information' section and click 'Edit.'

3. Edit the relevant fields then click on 'Save.'

Edit Payment Method

1. Navigate to the My Projects page and select 'Confirmed' in the filter bar. Choose the project you wish to manage and click on 'View and manage.'

2. You will be directed to the project page. Scroll down to the 'Payment Method' section and click on 'Edit.'

3. Select your preferred payment method or add a new Credit/DebitCard or bank account (ACH), then click on 'Save.'

View Scheduled Inspections

1. Navigate to the My Projects page and select 'Confirmed' in the filter bar. Choose the project you want to manage and click on 'View and manage.'

2. You will be directed to the project page. Scroll down to the 'Scheduled Inspections' section to see the inspections scheduled by your agency.

3. Use the 'Contact Agency to Schedule Inspection' button to contact the agency via the Messaging page.

4. Click on the 'Open Report' button to view the Inspection Report. You will be navigated to the Inspection Report page, where you can check the

• Selected Date: The scheduled date of the inspection. If needed, contact your agency to request a change to the inspection date.
• Inspector: Information about the assigned inspector will be available on the day of the inspection.
• Time Stamp: You will receive a notification on the morning of the inspection, indicating the expected time window for the inspector's arrival at the construction site.
• Contact Information: The inspector will reach out to the designated contact person on the day of the inspection.
• On Site Documents: After completing the inspection, the results will be populated under each relevant section of the report.
• Inspections Completed: You can add notes during the inspection and update the statuses once the inspection is completed.
• Accept and Pay: Review the inspection report details and proceed to approve the payment.

To clarify details with the agency, click on the 'Message Agency' button. To clarify issues with your agency select the 'Contact Admin' button.

Supplemental Documents

1. Navigate to the My Projects page and select 'Confirmed' in the filter bar. Choose the project you want to manage and click on 'View and manage.'

2. You will be directed to the project page. Scroll down to the 'Supplemental Documents' section to check the documents uploaded by your agency.

3. To view the document click on its file name.

Cancel a Project

To cancel a confirmed project, follow the instructions detailed in the Cancel a Project chapter.

Message Agencies

Follow the instructions detailed in the Send a Message chapter.