Skip to main content

​
Creating a new inspection

1

Overview of inspections

0:01
  • Inspections are displayed in a list format, showing 50 inspections per page
  • Filters are available to sort inspections by status (e.g., paid, published, agreement signed)
  • Options available include editing, previewing reports, client review links, and report activity
Overview of inspections
2

Manual report sending

0:47
  • A manual override button allows you to send reports directly to clients if they haven’t received them
Manual report sending
3

Changing inspection status

1:04
  • You can change the inspection status or delete an inspection using the provided buttons
Changing inspection status
4

Creating a new inspection

1:20
  • Click the New Inspection button to start creating a new inspection
  • You can select the default inspector or add multiple inspectors
Creating a new inspection
5

Scheduling the inspection

1:34
  • Choose the scheduling method (default is creating a new inspection)
  • Option to generate a code if automation is set up
Scheduling the inspection
6

Selecting date and address

1:56
  • Select the date and time for the inspection
  • Enter the property address; Zillow will pull up relevant information
Selecting date and address
7

Entering property details

2:11
  • Fill in property details such as occupancy, foundation type, number of bedrooms, etc.
Entering property details
8

Adding contacts

2:29
  • Add client contact information (email is mandatory)
  • Option to add CC emails, phone numbers, and tags
Adding contacts
9

Adding agents and contractors

3:00
  • Option to add buyer’s agent, listing agent, insurance agent, or contractors
Adding agents and contractors
10

Selecting services and modifiers

3:09
  • Choose the service for the inspection; modifiers will be added based on property details
Selecting services and modifiers
11

Adding templates and agreements

3:19
  • You can add templates, agreements, add-ons, and discount codes
Adding templates and agreements
12

Custom line items

3:38
  • Option to create custom line items (e.g., adding radon as an add-on)
Custom line items
13

Adding inspection events

3:56
  • You can add inspection events (e.g., radon pickup/drop off)
Adding inspection events
14

Adding notes and documents

4:02
  • Add private notes or documents for internal use
  • Upload public documents available on the customer portal
Adding notes and documents
15

Saving or confirming the inspection

4:28
  • Save the inspection as a draft or confirm to trigger automations
Saving or confirming the inspection
16

Reviewing automations

5:07
  • Check the automation status to see if emails were sent and opened
Reviewing automations
17

Changing inspection status again

5:17
  • You can change the inspection status back to draft if needed
Changing inspection status again
18

Generating a code

5:27
  • For generating a code, fill in the information and click Send for Review
Generating a code

Next step

Mobile app basicsLog in, see confirmed inspections, check payment and signature status4:04

Related

Manage an inspectionStatus, links, agreements, automation tracking and manual unlock4:23Reschedule an inspectionMove the date and keep the client, agent and team in the loop1:31Custom fieldsCapture the extra details your reports need3:00
Last modified on September 7, 2026