PIM lets you share your settings across all your team's devices so everyone is working from the same setup — the same Inspection Areas, Property Profiles, and Shorthand Words. This guide covers how to upload settings from one device and download them to others.
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When to share settings
Sharing is useful in any of these situations:
| 1 | You have finished setting up your Inspection Areas, Property Profiles, and Shorthand Words on one device and want to push those same settings to the rest of your team's devices. |
| 2 | PIM Support has switched your account to Commercial or Residential Inspection mode and you need to apply that change across all devices. |
| 3 | PIM Support has prepared a custom settings file for your office (for example a Remote Setup) and you need to install it on all devices. |
Restore All vs Merge
When downloading settings PIM will ask you to choose between two options. Here is how they differ:
| Option | What it does | Best for |
|---|---|---|
| Restore All | Wipes the device's current settings and inspections, then replaces them with the shared settings. Cannot be undone. | Brand-new devices, or when you want a completely clean slate. Only use if you have already submitted any inspections you want to keep. |
| Merge | Adds the shared settings to what is already on the device. Existing inspections are kept safe. | Most situations — especially if the device already has inspections in progress. |
Tip: When in doubt, choose Merge — it is the safer option and will not delete any existing inspections. |
Step 1 — Upload settings from one device
Do this on the device that already has the settings you want to share. Make sure the Inspection Areas, Property Profiles, and Shorthand Words are set up exactly as you want them for the whole office before uploading.
| 1 | Open the PIM app and go to Settings › PIM Admin › Share Settings. |
| 2 | Tap Upload Settings. |
Your settings are now available for any device in your office to download. |
Step 2 — Download settings to each device
Do this on every device that needs to receive the shared settings.
| 1 | Go to Settings › PIM Admin › Share Settings. |
| 2 | Tap Download and Setup Settings. A list of available settings files appears. |
| 3 | Select the settings file you want, then tap Continue:
|
| 4 | When prompted, choose Restore All or Merge — see the comparison above if you are unsure which to pick. |
Your updated PIM settings are now ready to use on this device. Repeat Step 2 on each device in your office. |
If you need any help, please contact PIM Support and we’ll be glad to assist.
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