Inspection Details Page

FAQs and all things pertaining to the Inspection Details page

Michael Wagstaff avatar Kevin Wagstaff avatar Casey avatar +4
42 articles in this collection
Written by Michael Wagstaff, Kevin Wagstaff, Casey and 4 others
Reports

How to change an inspection template/report

You can always swap out a report in an inspection to start fresh or use a different template
Michael Wagstaff avatar
Written by Michael Wagstaff
Updated over a week ago

How to update an inspection with your latest template

If you're making changes to your template, here's how to have the most up-to-date report.
Michael Wagstaff avatar
Written by Michael Wagstaff
Updated over a week ago

How to add a new report to an existing inspection

Choosing a new template to add to an inspection
Casey avatar
Written by Casey
Updated over a week ago

Publishing the Report

What happens when you hit the Publish button? How to send the report to agents and clients?
Casey avatar
Written by Casey
Updated over a week ago

Publish All vs Quick Publish

What's the difference between Publish and Quick Publish?
Katie Walls avatar
Written by Katie Walls
Updated over a week ago

Viewing a log of report views

Need to see when a client or agent viewed a report? We log every visit to the report.
Michael Wagstaff avatar
Written by Michael Wagstaff
Updated over a week ago

How to Manually Unlock Reports

Want to let your clients and agents view their report before they pay?
Megan Lefebvre avatar
Written by Megan Lefebvre
Updated over a week ago

Copy report to another Inspection

Duplicate report and send to another inspeciton
Casey avatar
Written by Casey
Updated over a week ago

Viewing Repair Request Builder reports

If you, your client or your agent build a custom repair list in the RRB they can be accessed in our RRB Log.
Michael Wagstaff avatar
Written by Michael Wagstaff
Updated over a week ago

How to Delete a Report from an Inspection

Delete a report from an inspection when you need to get your latest version of your template or start a report from scratch.
Casey avatar
Written by Casey
Updated over a week ago