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How to copy an inspection's address, clients, and agents for reorders, follow-ups, re-inspections, and additional services
How to copy an inspection's address, clients, and agents for reorders, follow-ups, re-inspections, and additional services

You can create a new inspection with prepopulated data from a past inspection. Here's how!

Support Team avatar
Written by Support Team
Updated over a week ago

Often you'll want an inspection with the same address, clients, and agents, whether for reinspections, reorders, follow-ups, or services scheduled for different dates. Instead of re-entering all the same data, you can use our reorder/copy feature!

 From here you'll be taken to the New Inspection Form, with address/client/agent/custom fields data prepopulated. You can even choose to copy reports and signed agreements:

⚠️ Any contact information for Agents or Clients will trigger new emails. If you don't want emails to go out, either omit the contact information or Disable Notifications ⚠️

We hope this feature saves you even more time and streamlines your booking process!

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