How to Create a New Inspection

This article will run through how to create a new inspection in your account. 

1. Navigate to Create New.

2. Select New Rentals Inspection.

 

3. Enter the property address, click the Inspector dropdown selector, and chose an inspector, click in the Date field, a calendar pop up will appear for selecting a date, click in the Start-Time field and use the slider to input a time. Finally click the Duration field for inputting a time frame for the inspection. 

Note: Create Recurring Inspections:

• Create recurring inspections allow for recurring inspections to be created for the property. When enabled, it will require you to put in the occurring frequency for the inspections and how many days, weeks or fortnights it will end after. Recurring inspection attendees will only be added on the initial inspection. They will need to be added on any recurring inspections. 

4. Enter prospective tenant’s mobile number, click the refresh icon. If their number is already in your account, their personal details will populate. Otherwise, capture first, last names, mobile, email address followed by the enquiry source. Click Add Tenant to add the contact as an attendee.

5. For adding additional prospective tenants, capture their details as listed within the Add Tenant fields, click Add Tenant.

6. Once you have made all the required changes, click Save, or Save and Close.