Need to assign a different inspector to an inspection? Or perhaps add an additional inspector for a large job? This article will guide you through the process, making it easy to manage your inspection team and ensure every job runs smoothly.
Additionally, understanding the importance of primary inspector designation can ensure notifications and emails are sent to the correct person, preventing any communication issues that could arise during inspections.
Reassigning an Inspector
If you need to reassign an inspection to a different inspector, you can easily do so through the Inspection Details page. In this section, we'll show you how to remove the current inspector and assign a new inspector to the inspection.
Remember to update the primary inspector designation if the reassigned inspector should be the main contact for notifications and emails.
 💡 Quick tip: Click on the video above to expand it in another window. |
Click on the inspection to open the Inspection Details page
Click the 3 dots to the right of the inspector's name in the People box
Click "Remove" in the dropdown menu to remove the current inspector assigned
Click "Remove Inspector"
Click "+New" in the People box to assign a new inspector
Click "+Inspector" in the dropdown menu
Select the new inspector from the dropdown menu
Click "Add Inspector"
❇️ Pro-tip: You can also reassign an inspection to a different inspector by dragging and dropping the inspection on the calendar with our New Calendar View.
Assigning Multiple Inspectors
Forget to add an inspector to an inspection? Adding a helper on a team inspection? Whatever the case may be, we'll show you how to add additional inspectors to an inspection. Follow along with the steps below.
 💡 Quick tip: Click on the video above to expand it in another window. |
Click on the inspection to open the Inspection Details page
Click "+New" in the People box
Click "+Inspector" in the dropdown menu
Select the inspector from the dropdown menu
Click "Add Inspector"
Frequently Asked Questions
I'm trying to assign an inspector to an inspection, but it won't let me select them/they aren't showing in the dropdown menu. What do I do?
You may need to check your billing page to ensure the inspector is assigned to a subscription. Click here to see how to assign the inspector to a subscription.
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