Your first inspection

On this page

Agile Inspections helps you record findings and photos at the property, then assemble a report for your client. Here is the path through your first inspection.

Create the inspection

Sign in, then create an inspection from your dashboard. Enter the property address and optional inspection fee. After creating it, you can add contacts, an appointment, and collaborators on the inspection overview.

Create an inspection

Record what you find

Open the inspection to add observations. Choose saved wording from your standard findings library or write your own, select the room or area, and attach the relevant photos.

Add findings · Attach photos

Prepare your report pages

In Settings → Report Template, you can manage the pages assembled into your report. Upload your own editable pages, add your logo, and use placeholders for property and client details. The Findings document is generated from the inspection.

Manage report documents

Generate, review, and send

Generate the report from the inspection’s Reports page and download it. Reports currently download as editable Word files (.docx). Open the file to check the wording, photos, and layout, make any final changes, then send it to your client.

Generate and download a report

Before you head out

Use a current browser and an internet connection. Agile Inspections currently needs a connection to load and save inspection data; it does not have an offline mode.

If you get stuck, contact support with the page you were using and what happened.

Still need help?

Send us your question and the page you were working on.

Contact support