Next Gen is built to make team inspections and using multiple devices smooth and simple! A team inspection is any inspection where you have two or more inspectors working on the inspection, often at the same time.
For example, one inspector can be using a phone while inspecting the roof or the crawlspace and the other might be using a tablet while inspecting the house. Teamwork! 😎
Here's everything you need to know!
Scheduling Multiple Inspectors
You can assign any number of inspectors to an inspection! To assign inspectors when scheduling, simply check their names here:
Adding an Additional Inspector
To add an additional inspector to an already-scheduled inspection, simply use the + NEW button in the People box, then click on the +Inspector option. You will be able to select the inspector from the drop-down and click on the ADD INSPECTOR button from there!
Data Merging/Syncing
Each inspector assigned to an order will see the inspection in their mobile dashboard and have access to the report. When each inspector/device saves, the data will merge together. Here are a few rules to ensure seamless data merging:
Data added while working online automatically sends to the web 3 seconds after inputting data
When working offline, data is stored locally in a folder called "sync status". It sends as soon as the device is connected to the web as long as the app is open.
Inspectors will be notified if they have unsaved data in the app when it is not open. As soon as they open the app on a connected device it will begin to save.
Some best practices for smoother team inspections include:
Assigning certain sections to certain inspectors. For example, one inspector does all outdoor sections and another does all indoor sections.
If multiple inspectors are doing the same sections/items, use a methodology of adding photos with captions for location to any given defect. That way all the incidents will be merged together. For example, if the defect "Evidence of water intrusion" occurs in multiple places, each inspector is simply adding an additional photo with the caption of the location instead of altering the comment text/location.
Conclusion
Team inspections are a great way to improve efficiency and train specialization for multi-inspector companies, and Next Gen makes this process easier than ever! Using multiple devices is a great way to enhance safety by using smaller devices when a free hand is needed, or to take advantage of larger screen devices when showing clients/agents their major issues.
Please note that while one individual using the same login on two devices is permitted, sharing logins between multiple individuals is against our Terms of Use and may result in bugs/issues! Read more here.
If you have any questions for us, please feel free to reach out to us on the bubble!
