Beyond the Basics

Beyond the Basics

Beyond the Basics

With the foundations in place and your team set up in the app, it’s time to start unlocking more of what Clarinspect can do. This set of links from our Knowledge Base will walk you through time-saving tips, advanced features, and ways to optimise your Work package so you can get the most out of the platform.


Need a refresher before diving in? Check out The Starter Pack to revisit the basics.

Organising Work Packages

A Work Package can represent many different ways of working. It could be a Site, a Job, a Building or a bucket of business-as-usual ongoing inspections.

This guide will help you to keep your work packages organised and easy to find.

https://support.clarinspect.com/portal/en/kb/articles/organising-work-packages

Work Package Summary Reports

Work Package Summary Reports are intended to produce a report for a collection of inspections in a Work Package.

Work Package summary reports can be really helpful, this guide will help you create one of your own.

https://support.clarinspect.com/portal/en/kb/articles/work-package-summary-reports

Inspection Filters (on the hub)

When you are looking at your Work Package view, you can use the filters on the right hand side to narrow down.

This guide is designed to help you understand our filter system better.

https://support.clarinspect.com/portal/en/kb/articles/inspection-filters-16-1-2025

Adding monitors to your Work packages

Monitors are users of Clarinspect that only have the rights to view specific Work packages, and live work.

Need to add a monitor to one or more of your work packages? This useful guide can help you with this.

https://support.clarinspect.com/portal/en/kb/articles/adding-monitors-to-your-workpackages

Exporting Data from the Hub

You can export your data as a .zip file with all photos and data, or as a .xlsx Excel file.

This guide will help make exporting data easy.

https://support.clarinspect.com/portal/en/kb/articles/exporting-data-from-the-hub

Importing Data into a Clarinspect Work Package

Add data under correct headers, save as CSV, and import to the matching inspection type.

Importing data is straight forward using this guide for further assistance.

https://support.clarinspect.com/portal/en/kb/articles/importing-data-into-a-clarinspect-work-package

Bulk Editing through Importing

Bulk edit inspections by exporting, updating the 'Main' sheet, and re-importing as a CSV.

Bulk editing can help make lots of changes quickly, this guide is designed to help you do it.

https://support.clarinspect.com/portal/en/kb/articles/bulk-editing-through-importing-1-4-2025

Removing Data by using a Bulk Edit File

To remove data, clear values in the column, keep _id and _uuid, then re-import the CSV.

Similar to Bulk Editing, you can remove data in this way. This guide will help you do this.

https://support.clarinspect.com/portal/en/kb/articles/removing-data-using-a-bulk-edit-file

Using the Review System

Reviewing an inspection allows you to check the work meets your required quality criteria.

This is a quick and easy help guide to using the review system.

https://support.clarinspect.com/portal/en/kb/articles/using-the-review-system-2-4-2025

Bulk complete

The Bulk Complete feature on the Hub makes it easy for you to get multiple inspections completed at once. 

Bulk Complete helps to make completing inspections easy, and this guide helps to make it simpler.

https://support.clarinspect.com/portal/en/kb/articles/bulk-complete

Working with Drawings - The Essentials

Ready to dive deeper into using Technical Drawings and Site Plans? Check out Working with Drawings – The Essentials for everything you need to know about using drawings in Clarinspect.

https://support.clarinspect.com/portal/en/kb/articles/working-with-drawings-the-essentials


Don’t forget to check out the rest of the Knowledge Base — there’s plenty more to explore. And if you ever get stuck or have a question, we’re just a message away. 

Here’s how to contact us.

https://support.clarinspect.com/portal/en/kb/articles/contact-us

You can also get to the support portal from the Clarinspect hub with one click. Look at the bottom of the left menu.

Please call us if you are ever stuck for more than a few minutes. We are here to help you. Save our number to your phone so you can get help quickly when you need it.

NZ +64 3 669 2924       AU +61 2 9158 3284


- The Clarinspect team