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Creating & Assigning Inspections

Any admin can create and assign an inspection from an inspection template.

Creating an Inspection

Go to the inspections dashboard by selecting "Inspections" on the sidebar to the left of the page. Then, select the green "+ New Inspection" button in the top right part of the screen. The "Create New Inspection" popup will appear.

 


Choose your property, if one has not already been chosen (most users will only have access to one property).



Select your Inspection Template from the dropdown menu.


Choose Unit Number, Assign, or Schedule


 

 

Choose Create Inspection

Assigning an Inspection

If you did not assign an inspection during the creation, you can assign your inspection at any time.

  1. Go to the inspections dashboard by selecting "Inspections" on the sidebar to the left of the page.
  2. Select the unassigned inspection, this opens the inspection,
  3. In the top middle of the page in the green section click or tap on "Assign To".
  4. Select the technician, admin, or resident with the "Assign" button next to their name. On a desktop computer, the button appears when you hover over the name.