> ## Documentation Index > Fetch the complete documentation index at: https://docs.hiveinspect.com/llms.txt > Use this file to discover all available pages before exploring further. # Schedule an Inspection or Send a Quote: Which to Use > The difference between Schedule now and Send a quote in Hive Inspect, the minimum information each one needs, and what happens after you save.

In the dashboard: New Inspection, then choose Schedule now or Send a quote. In the mobile app: the Schedule tab.

When you create an inspection, Hive asks how it will be booked: * **Schedule now:** you pick the date and time, and the inspection is booked as soon as you click **Confirm Inspection**. * **Send a quote:** the client gets a link to review the price, add or remove add-ons, accept and pick a time from your availability. You confirm the time they pick. Use **Schedule now** when the client has already agreed to a time with you, for example on the phone. Use **Send a quote** when the client still needs to see the price, or when you'd rather they choose a time themselves. ## Schedule now or Send a quote? | | Schedule now | Send a quote | | - | - | - | | Who picks the date and time | You | The client, from your open times | | Button that finishes it | **Confirm Inspection** | **Send for Review** | | Status after you click it | **Confirmed** | **Review** | | What the client gets straight away | Your booking confirmation messages | Your quote message, with a link to the quote | | Booked on your calendar | Yes, straight away | Only once you confirm the time the client picked | | Client can add or remove add-ons before it's booked | No | Yes, for add-ons with **Allow Upselling** on | | Messages you need to set up | **Inspection Scheduled** automations | **Send Inspection Quote** automations | Both choices create the same kind of inspection. Only the way it gets booked is different, and you can switch while it isn't confirmed yet. ## The minimum you need for each Hive checks a few things when you click a button. Everything else can be added later. | | Save as Draft | Schedule now: Confirm Inspection | Send a quote: Send for Review | | - | - | - | - | | **Property address** | Required | Required | Required | | **At least one service** | Required | Required | Required | | **Date and time** | Not needed | Required | Not needed. The client picks it. | | **Client with an email** | Not needed | Needed for confirmation emails to reach them | Needed for the quote email to reach them | | **Inspector** | Not needed | Needed for a Google Calendar event | Not needed. The client can choose one, or **Any Available Inspector**. | | **Agreements, templates, notes** | Not needed | Not needed | Not needed | What Hive tells you when something is missing: * **No address:** "Property address is required". * **No service:** "Please select at least one service before saving". * **No date with Schedule now:** the button stays grey until you pick a time. On a saved draft it reads **Select Date & Time First**. * **A contact without a valid email:** "Contact "\[name]" requires a valid email address. Please provide an email or remove the contact." Every client or agent you add needs an email, even though a client isn't required. * **No reports left on your plan:** "Subscription Limit Reached" when you create a new inspection. Hive lets you save or send without a client, but then no email can go out. A quote with no client email reaches no one until you share the link yourself. See [Share the quote link yourself](/how-tos/send-a-quote#share-the-quote-link-yourself). ## Choose on the order page Click **New Inspection** in the left menu. **Create New Inspection** opens. **Inspectors** at the top shows who will do the job. If you're an inspector, it's you. Otherwise it's your company's **Default Inspector**. Click **+ Add** to add someone, or the **×** on a name to remove them. See [Change the inspector](/how-tos/change-inspector). **Schedule now** is selected for every new inspection. With it selected, pick a date and a time in the calendar below. The top of Create New Inspection: Save as Draft and a grey Confirm Inspection button at the top right, Inspectors with Alex Rivera and an Add button, then two choices: Schedule now, You pick the date and time (selected), and Send a quote, Customer picks from your availability. Below, an October 2026 calendar and Available Times: Select a date to view available time slots Click **Send a quote** instead to let the client pick. The calendar disappears, a blue note says "The customer will be prompted to pick their preferred date and time based on the inspector's calendar availability", and the top button changes to **Send for Review**. Create New Inspection with Send a quote selected: the buttons at the top right are Save as Draft and a blue Send for Review. Inspectors shows Alex Rivera. A blue note reads: The customer will be prompted to pick their preferred date and time based on the inspector's calendar availability Enter the property address, add the client (with their email) and any agents, and pick the service and add-ons. Check the **Pricing Summary**: this is the price the client sees. The same buttons are at the top and the bottom of the page. * **Confirm Inspection** (Schedule now) books it. The status is **Confirmed**. * **Send for Review** (Send a quote) sends the quote. The status is **Review**. * **Save as Draft** saves it without booking or sending anything. The status is **Draft**. In the mobile app, the **Schedule** tab opens this same page, with the same choices and buttons. ## What happens after you click ### Confirm Inspection (Schedule now) * The inspection is **Confirmed**, gets its invoice and order ID, and goes on each assigned inspector's Google Calendar. * Your **Inspection Scheduled** automations send, such as the client's booking confirmation, and reminders are set for the inspection date. * It shows in the mobile app and in the inspector's 5 PM schedule email the day before. ### Send for Review (Send a quote) * The inspection is **Review**. It isn't on Google Calendar and doesn't block the time. * Your **Send Inspection Quote** automations send the client a link to the quote. With no quote automation, nothing is sent. * The client accepts, picks a time, and the inspection becomes **Waiting** until you confirm it. The full flow, including what the client sees, is in [Send a quote](/how-tos/send-a-quote). ### Save as Draft * Nothing is sent and nothing is booked. The client's link shows "Inspection Not Available Yet". * Open the draft later from **Inspections** (use **Show all Drafts**) and click **Confirm Inspection** or **Send for Review** at the top of its page. ## Send a quote that already has a date Sometimes you've agreed on a time but want the client to see the price and accept before you book. You can send a quote with your date already in it: 1. Choose **Schedule now** and pick the date and time. 2. Click **Save as Draft**, not **Confirm Inspection**. 3. On the draft's page, click **Send for Review**. The client sees the same quote page. When they click **Accept and Pick a Date**, the inspection is **Confirmed** straight away for your date, with no time to pick and nothing for you to approve. It goes on the assigned inspector's Google Calendar, and your booking confirmation messages send. The client's quote page doesn't show the date. Put `{{{inspection_date}}}` and `{{{inspection_time}}}` in your quote email so they know which time they're accepting. On a quote without a date, `{{{inspection_date}}}` reads "To be scheduled". ## Switch between them While an inspection isn't confirmed, open it and click the other choice: * **Draft to quote:** click **Send a quote**, then **Send for Review** at the top. * **Quote back to Schedule now:** click **Schedule now**. Hive shows "Inspection moved to draft status. You can now schedule and confirm the inspection." The client's link stops showing the quote. Pick a time and click **Confirm Inspection**. Once an inspection is **Confirmed**, the choice disappears. Change the date with **Date & time** instead. See [Reschedule an inspection](/how-tos/rescheduled-inspections). ## Common questions **Do I need a quote to book an inspection?** No. Most inspectors book with **Schedule now**. Quotes are optional. **Does the client have to accept before I can confirm?** No. If the client agrees a time on the phone, open the quote, click **Schedule now**, pick the time and click **Confirm Inspection**. **Can I send a quote without a client email?** Yes, but no email goes out. Copy the link from the green **Inspection sent for review!** box on the inspection's page and send it yourself. **Does a quote block my calendar?** No. A quote in **Review** never blocks time. A time the client picks blocks it only once you confirm, unless **Create calendar event for waiting status inspections** is on in **Org Settings → Scheduling**. **Can I quote from my phone?** Yes. Use the **Schedule** tab in the mobile app, choose **Send a quote** and tap **Send for Review**. A draft also has a **Send to Client** button on its summary screen. **Does a quote expire?** No. There's no expiry date. To withdraw a quote, see [Change or withdraw a quote](/how-tos/send-a-quote#change-or-withdraw-a-quote). ## Where to go next * [Send a quote, step by step](/how-tos/send-a-quote) * [Change the inspector](/how-tos/change-inspector) * [Inspection statuses](/how-tos/inspection-statuses) * [Schedule inspections (video)](/inspections-and-reports/schedule-inspections) This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.