Rescheduling an inspection
Step 1: set up reschedule notifications (one time)
Create reschedule automations
Go to Automations in the web dashboard and create an email and an SMS automation triggered by Inspection Rescheduled. If pre-built reschedule templates are available in your library, import those instead of starting from scratch.
Customize the wording
Edit the subject and body to match how your business talks to clients. Placeholders such as the new date, time, and address fill in automatically.
Associate the automations with your services
Attach the reschedule automations to each inspection service so they apply to every booking of that type. See Automations for details.
Step 2: reschedule the inspection
- Web dashboard
- Mobile app
- Open the inspection and click Reschedule Inspection.
- Pick the new date and time, and change the assigned inspector if needed.
- Save. The calendar event moves, and the reschedule automations send.
If you use Google Calendar sync, the calendar event is updated in place rather than duplicated, so your team’s calendars stay accurate.
Frequently asked questions
Will the client have to sign the agreement or pay again?
Will the client have to sign the agreement or pay again?
No. Signed agreements and payments stay attached to the inspection; only the date, time, and calendar event change.
Can I reschedule without notifying anyone?
Can I reschedule without notifying anyone?
Yes. Temporarily turn off the reschedule automations, or leave the services unassociated, and the change will be silent.
What if the client reschedules from their end?
What if the client reschedules from their end?
Clients can’t change the time themselves. They contact you, and you reschedule from the dashboard or app so everyone is notified consistently.
Next step
Related