How to Use the Re-Inspection Feature

Step-by-step on how to schedule a reinspection and use the specialized report Keywords: reins, reinspe, reinspec, reinspect, re-inspect

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

There are a few reasons why a re-inspection may be necessary. It can be a helpful option if you need to revisit an inspection site for any of the following reasons: if repairs have been completed, if you were unable to inspect the area beforehand, or if the client simply requests one. The reinspection tool is a great feature that allows you to easily include any previous defects in a new report. This way, you can thoroughly re-inspect and address any issues that may have been missed before.

In this article, we will go over the steps for enabling re-inspections in your settings. Additionally, we will discuss the two available options for scheduling and setting up a re-inspection report. Lastly, we will explore the process of creating a re-inspection report on both the website and the app.

If you're more of a visual learner, check out our YouTube video for additional information.

How to Enable Re-Inspections

To schedule a re-inspection, you'll need to enable the option to create a re-inspection report. Follow the step-by-step guide below to enable this feature.

  1. From your dashboard, click "Settings."

  2. Under "Report Options," click "Report Tools."

  3. Click "Enable Re-Inspections."

πŸ’‘Quick tip: Click on the video above to expand it in another window.

How to Schedule a Re-Inspection

We offer you two convenient options for scheduling a re-inspection. Option 1 allows you to create a brand-new inspection page including a re-inspection report. Alternatively, option 2 allows you to add a re-inspection report to an existing or previously built inspection. We'll guide you through both options in this section so you have all the information you need.

Option #1: How to Schedule a Re-inspection as a New Inspection

One way to schedule re-inspections is by adding a new inspection to your schedule from the Internal Scheduler. Just like when scheduling any other inspection, you'll have the opportunity to select your services. However, please keep in mind that selecting your usual service may not be the best fit for your re-inspection. You can easily set up a Re-Inspection Service with specific fees under Settings > Services & Fees. No need to add a default template for this setup, as you'll be creating the report from the original inspection. And if you'd like, you can also create a new Re-Inspection Agreement with terms for this service under Settings > Agreements. We hope this helps make your re-inspection process smoother and more efficient!

  1. Click "View" under the report you would like to set up the re-inspection for.

  2. Click "Report Tools" in the top right corner.

  3. Select "Schedule Reinspection."

  4. If you want to revisit all defects, click "Select Visible Defects."

  5. If you do not want all defects included, simply check which defects you want added.

  6. Once your defects have been selected, click "Save Report for Inspection."

  7. Add the time/date of the re-inspection.

  8. Add a service

  9. Enter any additional scheduling information.

  10. Click "Save."

πŸ’‘Quick tip: Click on the video above to expand it in another window.

Option #2: Adding a Re-Inspection Report to an Existing Inspection

Do you want to avoid scheduling a new inspection? Have you already scheduled a re-inspection? You can add a re-inspection report to your existing inspection by following the guide below!

  1. Click the three dots next to the report you will re-inspect.

  2. Click "Reinspection Report."

  3. Enter the address of the existing inspection you would like the report to be added to.

  4. Click on the inspection.

  5. Select your defects by clicking "Select Visible Defects" or checking which defects you want to inspect.

  6. Once your defects are checked, click "Copy Report To Inspection."

πŸ’‘Quick tip: Click on the video above to expand it in another window.

How to Write a Re-Inspection Report on the Web

When creating a re-inspection report, you will follow a similar format as a regular report, but with a few variations. The sections, items, and comments you have access to will be specific to the defects you selected during the re-inspection scheduling process we previously discussed.

The comment will include your original findings and any photos you took. If the issue has been resolved, you can simply check the "Resolved" option and add a new photo to document the update. If the defect is still unresolved, you can leave the "Resolved" option unchecked.

You can also update the Header Text to better reflect your re-inspection service by clicking the report name > Header Text. Check out this article for more details on how to update this.

  1. Click "Edit" under the Reinspection Report.

  2. Open the defect comment.

  3. If the defect has been fixed, select the "Resolved" option. If the issue hasn't been resolved, leave the comment as unresolved.

  4. Add your updated photo by adding it into the "Drag Updated Photos here" box, or by using the "+Photo" option.

πŸ’‘Quick tip: Click on the video above to expand it in another window.

How to Write a Re-Inspection Report on the App:

When writing a re-inspection report on the app, defects comments will automatically default to "unresolved" or a thumbs down. You can change this by tapping on the thumb icon, which makes it easy to toggle back and forth between "unresolved" or "resolved". And don't forget, you can also add or take photos just like you normally would.

Please be aware that re-inspections conducted on Legacy cannot be finalized on Next Gen and vice versa. If you encounter an error stating that the inspection is incompatible, you will need to convert the re-inspection to the same form used for the original inspection.

  1. Click "Start" on the Re-inspection Report.

  2. Open the section.

  3. Open the item.

  4. Locate the defect comment.

  5. Click the thumbs-up icon to toggle between resolved and not resolved.

  6. Add an updated photo by clicking any of the photo options.

πŸ’‘Quick tip: Click on the video above to expand it in another window.

How to Add a New Defect to a Re-inspection Report on the App

We're excited to share that our Next Gen or Version 10 app now allows you to add new comments to existing sections and items in a re-inspection report. Follow the simple steps below to learn how!

This feature is only available in the Next Gen app.

  1. Click "Start" on the Re-inspection Report.

  2. Open the section.

  3. Open the item.

  4. Click the "+" option next to deficiencies.

  5. Add a title to your new defect comment.

  6. Choose the rating. Select thumbs up for resolved or thumbs down for unresolved.

  7. Add a description for your comment.

  8. Add any photos or videos you want to include in your findings.

  9. Once finished, click "Save" in the top right corner.

πŸ’‘Quick tip: Click on the video above to expand it in another window.

If you have any questions or feedback, write into our chat bubble or email!

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