XCodesol Home Inspection Manager

Περιγραφή

XCodesol Home Inspection Manager helps professional home and property inspectors manage their business inside WordPress — without needing a separate SaaS platform for core workflows.

Schedule inspections, manage clients and properties, conduct mobile-first inspections, capture findings and photos, generate professional reports, accept online payments, and give clients a secure portal.

Core Features

  • Admin dashboard — inspections, clients, properties, revenue, and quick actions
  • Client management — contact info, billing, inspection and payment history
  • Property management — addresses, property types, inspection history
  • Inspection scheduling — calendar filtering, inspector assignment, conflict detection
  • Customizable templates — sections, items, required fields, reordering
  • Mobile inspection interface — fast checklist workflow optimized for phones and tablets
  • Findings & photos — severity levels, recommendations, multiple photos per finding
  • Professional reports — branded HTML print-ready reports for clients
  • Public booking — multi-step booking form via shortcode
  • Client portal — clients view inspections, reports, and payments securely
  • Stripe payments — full payment or deposit (requires your Stripe account)
  • Email notifications — booking confirmation, reminders, report ready, receipts
  • Analytics — revenue, inspections per month, inspector performance
  • AI assistant — optional OpenAI or Google Gemini for finding text, severity suggestions, executive summaries, and photo analysis (requires your API keys)

Shortcodes

  • [home_inspector_booking] — Public booking form
  • [home_inspector_client_portal] — Client portal (login required)
  • [home_inspector_client_login] — Client login link
  • [home_inspector_report id="123"] — Report link for logged-in users

Mobile Inspection URL

Inspectors can open an inspection on mobile at:

/xchim-inspect/{inspection_id}/

Use the Open Mobile App button on an inspection in the admin dashboard.

Third-Party Services

This plugin optionally connects to:

API keys are stored in your WordPress database and only used when you enable these features. No data is sent to these services unless you configure them.

Important Notes

  • AI output is always a suggestion — inspectors must review and approve before including in reports.
  • Reports are generated as print-ready HTML (use browser Print to PDF).
  • PayPal support is planned for a future release; Stripe is supported in v1.0.0.

Εγκατάσταση

  1. Activate the plugin through the Plugins menu.
  2. Go to XCodesol Home Inspection Manager in the WordPress admin.
  3. Follow the Getting Started checklist on the dashboard.
  4. Configure company branding, booking hours, and optional Stripe/AI keys under Settings.

Recommended Pages

Create two WordPress pages:

  1. Book an Inspection — add shortcode [home_inspector_booking]
  2. Client Portal — add shortcode [home_inspector_client_portal]

You can create these automatically from the plugin dashboard Getting Started checklist.

After activation

Visit Settings Permalinks and click Save once to ensure mobile inspection URLs work correctly.

Συχνές Ερωτήσεις

Do I need a separate SaaS subscription?

No. Core functionality runs inside your WordPress site. Optional Stripe and AI features use your own API accounts.

Can clients access WordPress admin?

No. Clients use the front-end portal with the xchim_client role. They only see their own data.

Does this generate PDF files?

Reports are professional HTML documents optimized for printing. Use your browser’s Print Save as PDF option.

Is AI required?

No. AI is optional. Add an OpenAI or Gemini API key in Settings to enable it.

How do I assign inspectors?

Create WordPress users and assign them the Inspector role under Users.

Κριτικές

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Συνεισφέροντες & Προγραμματιστές

“XCodesol Home Inspection Manager” είναι λογισμικό ανοιχτού κώδικα. Οι παρακάτω έχουν συνεισφέρει στη δημιουργία του.

Συντελεστές

Σύνοψη αλλαγών

1.0.0

  • Initial public release
  • Admin dashboard, clients, properties, inspections, templates
  • Mobile inspection interface with findings and photos
  • Print-ready inspection reports
  • Public booking and client portal shortcodes
  • Stripe payment integration
  • Email notifications and daily reminders
  • Analytics dashboard
  • OpenAI and Gemini AI assistant (optional)