SpotWalk
SpotInspector / Sales App
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Today’s Activity

Home

Route Overview

Review assigned work, inspections, follow-up, and next actions.

Your Progress
--Assigned leads
--Self-gen leads
--Inspections today
--Pipeline estimate
Next AppointmentNo inspections scheduled.
Ready
Leads

Assigned Leads

Call, schedule, inspect, update status, and keep the pipeline clean.

No assigned leads yetApproved assignments will appear here when available.
Ready
Add Self-Generated LeadFast capture sheet.
Customer
Lead
Photos
0 / 4
Inspect

Inspection / Sales update.

Update inspection, photos, status, and next step.

Call homeowner/businessConfirm contact and appointment window
Step 1
Complete inspectionPhotos, notes, property condition
Step 2
Proposal / next stepSold, lost, follow-up, or scope review
Step 3
Inspection Photos
0 / 4 added
Ground-level photos only. Do not climb. Do not trespass. Do not enter restricted areas. Ask permission where required.
Pay

Pay Status

Track inspection pay, sales-stage pay, holds, and paid history.

--Inspection pending
--Sales review
--Cash Out available
--Held for review
Inspection-Stage PayApproved payout data will appear after company review.
No data
Sales-Stage PayApproved payout data will appear after company review.
No data
HeldHeld items will appear when available.
No data
Cash OutNo approved funds available yet.
Locked
Badge

Worker ID

Your approved Worker ID appears here when assigned.

Profile photoProfile photo pending
Badge not assigned yet. Admin approval required.
Profile name not available
Role not assigned
Badge IDBadge not assigned yet. Admin approval required.
RoleRole not assigned
BackgroundAdmin review required
TrainingAdmin review required
IssuedAdmin approval required
Authorized by SpotWalk Operations
Training

Required modules.

Training explains how to work safely, professionally, and within company rules before working assigned leads, self-generated leads, inspections, and sales updates.

How to use the SpotInspector appHome, Leads, Add Lead, Inspect, Pay, and More.
Learn where each tab lives, the assigned lead queue, self-generated lead flow, inspection update workflow, pay status, and tools/support.
Required
Door EtiquetteProfessional approach, respectful conduct, and what to do if the customer says no.
  • Approach respectfully and introduce yourself clearly.
  • Do not block the door. Step back after knocking or ringing.
  • Respect no-soliciting and no-trespassing signs.
  • Leave immediately if asked. Do not argue, pressure, or debate.
  • Do not enter the home.
  • Do not make insurance, damage, claim approval, payment, or free roof promises.
  • Do not collect money, checks, contracts, or customer payments.
  • If the customer says no, thank them and leave professionally.
Required
Dress Code / Field AppearanceClean, safe, professional appearance while representing SpotWalk or a company campaign.
  • Wear clean, professional clothing.
  • Keep SpotWalk/company badge visible when approved.
  • Wear closed-toe shoes and weather-appropriate clothing.
  • No offensive clothing or unsafe accessories.
  • Keep phone charged and ready for photos, notes, and emergency use.
  • Keep music low/off during customer or business contact.
  • Follow company-specific dress rules when assigned to a campaign.
Required
Door script and what not to sayUse the approved storm damage review script and avoid risky promises.
Use no-cost exterior storm damage review language. Do not promise damage, insurance coverage, claim approval, payment, or a free roof.
Required
Safety rulesNo trespassing, no climbing, no restricted areas, and leave unsafe situations.
Ground-level only. Do not climb ladders, roofs, fences, gates, or restricted structures. Leave if the area, person, animal, or situation feels unsafe.
Required
Lead quality and photosWhat makes a solid lead and what photos are required.
A solid lead should include a valid address, contact information when available, property type, concern type, notes, and safe ground-level photos.
Required
Lead Tracker and status reasonsUnderstand Submitted, Review, Inspection, Sales, Payout, failed, held, and disputed leads.
The Lead Tracker protects attribution and explains status changes. Failed or held leads should show a reason and a Request Review option when applicable.
Required
Pay rules and disputesExpected pay ranges are not guaranteed and depend on verified milestones.
Cash Out only appears after funds are approved and eligible. Pay can be pending, held, rejected, approved, paid, or disputed depending on company rules.
Required
Messages / SupportUse structured messages for lead questions, area issues, safety concerns, app issues, or pay status questions.
Messages should stay professional and work-related. They may be logged for support, audit, and company review.
Required
Field Messages

Messages / Support

Structured, logged communication. Not loose group chat.

Quick message types
AdminCheck-in

Please update contact status and inspection outcome.

YouSupport draft

Use the form below to send a professional work-related message.

Settings

Preferences

Settings stay here so operations screens stay clean.

Daily MotivationShow or hide motivation in future app versions.
Field MusicUse Calm Walk tracks from More.
Enable locationUse location for nearby work areas and directions.
NotificationsReceive admin alerts and work updates.
More

More

Account, settings, support, safety, and tools.

Field Music