Schedule Inspections

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 — 1:04

• You can change the inspection status or delete an inspection using the provided buttons

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; Zillow will pull up relevant information

Entering Property Details — 2:11

• Fill in property details such as occupancy, foundation type, number of bedrooms, etc.

Adding Contacts — 2:29

• Add client contact information (email is mandatory)
• Option to add CC emails, phone numbers, and tags

Adding Agents and Contractors — 3:00

• Option to add buyer’s agent, listing agent, insurance agent, or contractors

Selecting Services and Modifiers — 3:09

• Choose the service for the inspection; modifiers will be added based on property details

Adding Templates and Agreements — 3:19

• You can add templates, agreements, add-ons, and discount codes

Custom Line Items — 3:38

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

Adding Inspection Events — 3:56

• You can add inspection events (e.g., radon pickup/drop off)

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 — 4:28

• Save the inspection as a draft or confirm to trigger automations

Reviewing Automations — 5:07

• Check the automation status to see if emails were sent and opened

Changing Inspection Status Again — 5:17

• You can change the inspection status back to draft if needed

Generating a Code — 5:27

• For generating a code, fill in the information and click Send for Review