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 this week

Copy report to another Inspection

Duplicate report and send to another inspeciton
Casey avatar
Written by Casey
Updated this week

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