Creating a new inspection
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
Manual report sending
0:47
- A manual override button allows you to send reports directly to clients if they haven’t received them
Changing inspection status
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
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
Selecting date and address
1:56
- Select the date and time for the inspection
- Enter the property address; Hive fills in the property details from public property records, and a Zillow button opens the listing so you can check it
Entering property details
Adding contacts
2:29
- Add client contact information (email is mandatory)
- Option to add CC emails, phone numbers, and tags
Adding agents and contractors
Selecting services and modifiers
Adding templates and agreements
Custom line items
Adding inspection events
3:56
- You can add inspection events (e.g., radon pickup/drop off)
- Save the events you add often as presets and add them with one click. See Inspection Event Presets.
Adding notes and documents
4:02
- Add private notes or documents for internal use
- Upload public documents available on the customer portal
Saving or confirming the inspection
Reviewing automations
Changing inspection status again
Generating a code
Next step
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