Inspections

An inspection records a property visit and its outcome, such as a check-in, routine visit, checkout, or assessment of contractor work. Inspections work on both sale and rental listings.

Create an inspection

Open the property’s Actions > Inspections, then select Create inspection. The listing must be Active.

1. Enter the Inspector, the name of the person carrying out the visit. It is free text, so the inspector can be a user, a contractor, or anyone else.
2. Link a letting, a work order being checked, both, or neither. Related records must belong to the same listing.
3. Enter the start and end times.
4. Choose Pending, Completed, Missed, or Cancelled.
5. Complete any custom fields and notes, including findings or a cancellation reason.
6. Save, then attach evidence in Files or complete an inspection Form.

Recurring inspections

A recurring inspection alert prompts someone to arrange or perform a visit; create the actual inspection record with its own dates and outcome.

Inspections and work orders

If an inspection identifies work, create a work order and select it as the Originating inspection. To check the finished work later, create another inspection and select the work order being checked. Those follow-up inspections appear on the work order’s edit page.

Completing an inspection does not change the associated work order’s status. Record the decision about the work on the work order itself.

Track upcoming visits

Inspections do not appear in schedules or calendars. To see upcoming and overdue visits, use the Inspections due view of the Portfolio report, which lists Pending and Missed inspections. To put a visit in someone’s calendar, also create an appointment for it.

Keep the status current after each visit, so Missed inspections can be rearranged and Completed ones drop off the report.