Agencies·Tutorials

Agency Admin Guide: Getting Started with Perspecs

By Demo Author·
Curving abstract shapes with an orange and blue gradient

Set up your agency on Perspecs in under a week — no consultants, no migration, no downtime.

This guide is for agency administrators. If you're a contractor or inspector, check out our other guides for your role.

Connect Your Data Source

Perspecs syncs with your existing permit and record management system in real time. Whether you're using Accela, Tyler Technologies, a custom database, or even spreadsheets — we connect to it. Your data stays where it is. We never ask you to migrate.

During onboarding, our team will help you configure the connection. Once set up, records and permits flow into Perspecs automatically — and any changes made in Perspecs sync back to your source system.

Configure Your Workspace

Every agency gets its own isolated workspace. From the admin settings, you can configure departments, inspection types, scheduling time windows, and team permissions. The platform adapts to how your agency actually operates — not the other way around.

Curving abstract shapes with an orange and blue gradient

Photo by Andrew Kliatskyi on Unsplash.

Invite Your Team

Send invitations to your inspectors and staff directly from the admin dashboard. Each team member gets role-based access — inspectors see their queue, admins see everything. You can manage departments, assign inspectors to specific areas, and control who has access to what.

Assign Inspections with Drag and Drop

The inspector assignment board lets you drag inspectors onto inspections to assign them. Filter by department, see workload at a glance, and balance assignments across your team. When you assign an inspector, they get an instant notification on their mobile app.

Monitor Everything from the Map Dashboard

The map dashboard gives you a bird's-eye view of every active permit, inspection, and field operation across your jurisdiction. Click any pin to see the full record detail. Use the overview widgets to track pending inspections, upcoming schedules, and team activity — all in real time.

That's it. Most agencies complete this entire setup in under a week. Your contractors can start scheduling inspections immediately, and your inspectors get modern mobile tools from day one.

Curving abstract shapes with an orange and blue gradient
ContractorsTutorials

How to Schedule Your First Inspection on Perspecs

Learn how to schedule your first building inspection through Perspecs in under two minutes. A step-by-step guide for contractors.

Curving abstract shapes with an orange and blue gradient
InspectorsTutorials

Inspector Field Guide: Running Offline Inspections with Perspecs

A field guide for inspectors using Perspecs. Learn how to manage your queue, run offline inspections, and navigate between job sites.