Your Airtable Workspace
Understanding how InspectorPrime is organized inside your Airtable account.
InspectorPrime lives entirely inside your Airtable workspace. This guide explains how it's organized so you can navigate it confidently from day one.
Workspaces and bases
Airtable organizes data in a hierarchy:
- Workspace — your top-level account container (think of it as your company folder)
- Base — a self-contained database within your workspace (each InspectorPrime module is a base)
- Table — a spreadsheet-like view within a base (clients, inspections, invoices, etc.)
- View — a filtered or sorted presentation of a table's records
How InspectorPrime is structured
Each module you've purchased appears as a separate base in your workspace:
| Module | Base Name |
|---|---|
| Office | IP Office |
| Residential | IP Residential |
| Commercial | IP Commercial |
The bases are linked — for example, a client record in IP Office connects to inspection records in IP Residential or IP Commercial. This linkage is already configured when we set up your workspace.
Key tables to know
IP Office
- Clients — your CRM; every client and lead lives here
- Inspections — all inspection jobs, linked to clients
- Invoices — billing records linked to inspections and clients
- Team — your inspectors and staff
IP Residential
- Inspections — residential inspection records
- Defects — itemized defect records linked to inspections
- Reports — generated report records with delivery tracking
IP Commercial
- Properties — commercial property records
- Inspections — commercial inspection records with scope management
- Assessments — Phase I ESA and COMSOP records
Views you'll use most
Airtable views let you see the same data in different ways. InspectorPrime comes with pre-built views for the most common tasks:
- Grid view — the standard table view for data entry and review
- Calendar view — inspections and appointments displayed on a calendar
- Gallery view — photo-centric view for defect documentation
- Kanban view — workflow stages (scheduled → in progress → complete → invoiced)
- Form view — data entry forms you can share with clients or team members
Adding users
To add team members to your workspace, invite them from your Airtable account settings. We configure role-based permissions during setup — typically:
- Owners/Managers: full access to all bases and settings
- Inspectors: access to inspection-related bases, view-only on financials
- Office staff: full access to Office base, limited access to inspection bases
User permissions can be adjusted at any time from your Airtable workspace settings.
Need help navigating?
Monthly group training sessions cover workspace navigation and specific features — register here. For private assistance, contact us to book a session at $200/hour.