In the dashboard: click the status badge on Inspections, or Quick Actions → Status. In the mobile app: the Status tile on an inspection.
Every inspection has one of five statuses: Draft, Review, Waiting, Canceled or Confirmed. The status decides whether automated emails and texts go out, whether the inspection is on your calendar and blocks time, and what the client sees on their link. This page explains each status, what it switches on or off, and every way to change it.The five statuses
A typical job moves like this:
- You book it for the client: Confirmed straight away.
- You send a quote: Review, then the client accepts: Draft until they pick a time, then Waiting, then you confirm it: Confirmed. If you set the date before sending the quote, the client’s accept makes it Confirmed straight away.
- The client books online: Draft, then the client picks a time: Waiting, then you confirm it: Confirmed.
What each status switches on or off
Notes on the tables:
- Automations. Only Confirmed inspections get your confirmation, reminder and follow-up messages. The exceptions are automations with the Send Inspection Quote trigger, which send when an inspection moves to Review, and Inspection Cancelled, which sends when it’s canceled. See Automated emails and texts.
- “Only if turned on in settings” means the Create calendar event for draft status inspections and Create calendar event for waiting status inspections switches in Org Settings → Scheduling. Both are off by default. See Scheduling widget settings.
- Every calendar event also needs a date, an assigned inspector and Block calendar turned on for the inspection.
- Invoice. An inspection gets its invoice and order ID (OID) the first time it’s confirmed. Canceling or moving it out of Confirmed doesn’t delete the invoice.
Change the status on the web
From the Inspections list: click the badge
Click the status badge
On the Inspections page, click the colored badge in the Status column. The badge is a button, even though it doesn’t look like one.
Pick the new status
The Update Inspection Status window opens with the address. Under Select New Status, pick Draft, Review, Waiting, Canceled or Confirmed, then click Save Changes.
Confirm the change
Hive shows Confirm Status Change with the old and new status, for example “Change status from Confirmed to Canceled”. Click Confirm Update, or Back to choose again.
From Quick Actions → Status
On the Inspections page, click the round blue ⋮ button at the end of the row. In Quick Actions, click Status. The same Update Inspection Status window opens.
With the buttons at the top of the inspection
When an inspection isn’t confirmed, its page has buttons at the top right that move it on. They work straight away, with no confirm step.
Confirm waiting bookings in one click
When you have Waiting inspections, an orange Inspections Waiting for You box shows at the top of the Inspections page and the dashboard home. Each booking has a green Confirm button. Click it to make the inspection Confirmed straight away. To turn a waiting booking down, use ⋮ → Status → Canceled instead. There’s no decline button in that box.Change the status in the mobile app
Open the inspection
On the Inspections tab, tap the inspection. If it isn’t Confirmed, it may not be in the list yet: tap the filter button next to the search bar and tick its status. See Filter the list in the mobile app.
Tap the Status tile
In the row of tiles on the inspection’s summary screen, tap Status, the tile with a flag icon. It shows the current status in its color. It sits between Fees & Payments and Reschedule.
Pick the new status
The Update Status sheet lists Confirmed, Waiting, Review, Draft and Canceled. The current one is marked Current. Tap the new one, then Save Changes.
- It needs an internet connection. Offline, the change isn’t saved for later. You see Error Updating Inspection. Try again when you’re back online.
- Send to Client. A Draft has a Send to Client button on its summary screen. It asks “This will send the inspection proposal to the client for review. Are you sure?” Tap Send to move it to Review and send your quote automations.
- Report Editor only shows on Confirmed inspections. To start inspecting a Draft or Waiting job, confirm it first.
What happens when you change the status
To Confirmed
- Your Inspection Scheduled automations send (confirmation emails and texts), and reminders are set up for the inspection date.
- The inspection gets its invoice and order ID if it doesn’t have them yet.
- Google Calendar events are created for each assigned inspector, as long as it has a date and Block calendar is on.
- It shows in the mobile app’s default list and in the next day’s 5 PM schedule email.
To Review
- Your Send Inspection Quote automations send to the client with the quote link.
- Any Google Calendar event is removed. The time no longer blocks online booking.
To Draft or Waiting
- Google Calendar events are removed, unless the matching Create calendar event for draft (or waiting) status inspections switch is on.
- No message is sent at the moment you change it.
To Canceled
- Your Inspection Cancelled automations send, for example a cancellation email to the client and agent.
- Every other message still waiting to send is stopped: reminders, follow-ups and payment requests.
- Google Calendar events are removed, including those for its inspection events such as a radon pickup. The time is free for new bookings.
- It disappears from the Hive calendar and the mobile app’s default list. It stays on the Inspections page with a red badge.
- Nothing is refunded. If the client paid, refund them with Refund Payment under Fees and Payments on the inspection’s page.
Reopen a canceled inspection
Move it from Canceled straight to Confirmed, with Confirm Inspection at the top of its page or Quick Actions → Status.- Messages that canceling stopped are turned back on and re-timed to the inspection date. Messages that already went out aren’t sent again, so the client doesn’t get a second confirmation.
- Messages you canceled by hand stay canceled.
- Google Calendar events are created again.
Reopen to Confirmed (or Waiting). Moving a canceled inspection to Draft or Review doesn’t turn its stopped messages back on.
Who can change a status
- A team member with the Schedule Management permission can change the status of any inspection.
- Anyone else can only change inspections they’re assigned to. Otherwise they see “You don’t have permission to update this inspection. You are not assigned to it.”
Find inspections by status
- Web: on the Inspections page, use the Status filter. Show all Drafts lists drafts in one click. With no Status filter, every status shows, including Canceled.
- Mobile app: the list shows only Confirmed until you tap the filter button and tick other statuses.